Wealth Management Advisor

Responsibilities

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations
• Communicate complex financial solutions to clients
• Build meaningful and long-lasting relationships
• Develop and implement 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
• Life and Health Insurance License (Resident State) – Multiple Issuers required
• Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards preferred
• 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.