About this role
Role Overview
- Partner with Wealth Management Advisors in delivering client service
- Manage responsibilities for a book of assigned clients
- Support implementation of financial plan recommendations
- Build meaningful relationships while supporting advisors
Requirements
- 2+ years of experience building and maintaining client relationships
- Understanding of investment products and financial planning concepts
- Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65
- Must have Life & Health Insurance License within 120 days of start date
- Proven ability to communicate complex information clearly
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development