Senior Wealth Advisor Series 7 63 65

As a full-time remote Senior Wealth Advisor, Series 7, 63, and 65 will manage a dedicated client team to deliver personalized financial advice, focusing on retaining and growing assets for moderate- and high-net-worth households while ensuring exceptional client experiences. Key responsibilities Serve as the lead advisor within a dedicated client team, collaborating closely with a Wealth Advisor and Client Experience Specialist Deliver proactive, personalized client experiences through onboarding, financial planning, and ongoing investment education Guide clients in understanding and implementing portfolio solutions aligned with their long-term financial goals Required qualifications Bachelor's Degree in Business or related discipline or equivalent experience 4+ years of related work experience in financial services and client experience FINRA Series 7, 63, and 65 registrations required Advanced knowledge of wealth management strategies, financial planning, and estate planning Proven ability to establish trust and build long-term client relationships through effective consultations