Registered Wealth Management Advisor
Masis Professional Group
The ideal registered candidate will work along side senior financial advisors supporting and building relationships with clients to deliver personalized financial plans and investment solutions to help clients achieve their long-term financial goals. Responsibilities Primary point of contact on assigned client relationships designated by Financial Advisor Attend client meetings providing financial planning and investment account rebalancing Engage in research and investment product solutions for client portfolios according to risk tolerance. Partner with Relationship management team to provide best in class client service. Prepare and update financial plans for clients to support generational wealth. Qualifications Series 7/66 or 65 FINRA license Bachelor's degree in Finance or related field 3+ years of industry experience Strong understanding of the wealth management business #J-18808-Ljbffr Masis Professional Group
Vacancy posted 12 hours ago
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