About this role
Role Overview
- partners with affluent clients to identify their financial goals
- analyze their financial landscape
- develop recommendations that help them work towards well defined financial objectives
- Communicates complex financial solutions to clients
- Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions
Requirements
- 5+ years in a role with personal accountability and managing a book of business or equivalent experience
- 5+ years building long-lasting relationships with affluent clients or equivalent experience
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
- Certified Financial Planner (CFP)
- Certified Financial Planner Board of Standards preferred or Chartered Financial Analyst
- Level I
- Chartered Financial Analyst Institute
Benefits
- superior retirement program
- highly competitive health
- wellness and work life offerings