About this role
Role Overview
- partners with Wealth Management Advisors in delivering client service
- operationally leads Wealth Management advisory teams
- managing the responsibilities for a book of assigned clients
- supporting the implementation of financial plan recommendations
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)
- University (Degree) Preferred
Benefits
- superior retirement program
- highly competitive health
- wellness and work life offerings