About this role
Role Overview
- Partner with Wealth Management Advisors to deliver client service
- Support high-net worth clients in achieving their financial goals
- Manage a book of clients and coordinate asset consolidation
Requirements
- 2+ years financial services experience
- Series 7 and 66 (or 63/65) passed within 120 days of start date
- Life and Health Insurance License required within 120 Days
Benefits
- Health insurance
- 401(k) plan
- Comprehensive Total Rewards package
- Competitive health, wellness, and work life offerings