Wealth Management Advisor

Responsibilities

• 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

• 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

Demonstrates expertise in financial analysis and client relationship management, with a strong focus on developing tailored financial solutions for affluent clients. Holds necessary financial licenses and certifications to provide comprehensive financial planning and investment advice.

• Financial Recommendations
• Investment Strategies
• Portfolio Management
• Risk Assessment
• Financial Planning

• Communication
• Interpersonal Skills
• Relationship Building
• Problem Solving