Key skills
Communication
About this role
Role Overview
- partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
- managing responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation
- communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills
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
- superior retirement program
- highly competitive health, wellness and work life offerings