Key skills
Sales
About this role
Role Overview
- Manages relationships with high-net worth clients
- Supports Wealth Management advisory teams
- Provides client service and sales support
- Identifies client needs and sales opportunities
Requirements
- 2+ years of financial services experience
- Series 7 licenses completed
- 66 (or 63 & 65) licenses completed
- Life and Health Insurance License completed within 120 days of start date
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness, and work-life offerings