About this role
Role Overview
- Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Operationally lead Wealth Management advisory teams for high-net worth clients to achieve their financial goals.
- Manage responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations.
Requirements
- 2+ Years Required experience in wealth management, financial advisory support, or client service roles within the financial services industry
- 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
- Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 Life & Health Insurance License within 120 days of start date.
- Understanding of investment products, financial planning concepts, and wealth management solutions.
- Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.
Benefits
- Health insurance
- Superior retirement program
- Highly competitive health, wellness and work life offerings