About this role
Role Overview
- Enable client facing Wealth Management associates to provide objective and comprehensive advice
- Engage in planning, one-on-one and group coaching with advisors
- Build and maintain close relationships with client facing Wealth Management associates
- Coach and motivate client-facing Wealth Management associates to meet comprehensive goals of clients
Requirements
- 5+ Years Required; 7+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities