Key skills
Sales
About this role
Role Overview
- Manages individual relationships with high-net worth clients across all products and services
- Leads advisory team practice management meetings
- Provides client service and sales support as part of the Wealth Management advisory team
- Guides client on income execution
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings