About this role
Role Overview
- Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Lead Wealth Management advisory teams to help clients achieve financial goals.
- Manage a book of assigned clients and implement financial plan recommendations.
- Build and maintain meaningful relationships with clients and advisors.
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State)
- Multiple Issuers required within 120 Days
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Bonuses