About this role
Role Overview
- partnering with Wealth Management Advisors
- operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
- managing the responsibilities for a book of assigned clients
- supporting the implementation of financial plan recommendations and the coordination of asset consolidation
- communicates clearly and succinctly
- builds meaningful and long-lasting relationships
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State)
- Multiple Issuers required within 120 Days
Benefits
- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings