About this role
Role Overview
- Partners with affluent clients to identify their financial goals
- Analyzes financial landscape and develops recommendations
- Communicates complex financial solutions to clients
- Builds meaningful and long-lasting relationships
- Develops and implements 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
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
- 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
- All licenses must be obtained within 120 days from start date
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings