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 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 Core Competencies 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. Hard Skills Financial Recommendations Investment Strategies Portfolio Management Risk Assessment Financial Planning Soft Skills Communication Interpersonal Skills Relationship Building Problem Solving #J-18808-Ljbffr Jobtailor