Series 65 Licensed Wealth Advisor

To support a growing practice, the remote Series 65 Licensed Wealth Advisor will serve clients in financial planning disciplines, manage client relationships, and leverage technology to enhance the client experience. Key responsibilities Serve existing and prospective clients across various financial planning areas including retirement and tax strategy Support senior advisor client relationships while gradually taking on more ownership Prospect for new clients through referrals and community engagement Required qualifications Series 65 or 66 license required 2+ years of experience in financial planning or wealth management Strong foundation in financial planning concepts such as retirement and investment management Relationship-first mindset with genuine care for clients' long-term outcomes Self-starter capable of managing a pipeline and ensuring follow-through