Wealth Management Advisor
The LifeWealth Group
The Sales Advisor serves as a vital link between clients and the advisory team, focusing on managing high-impact relationships and driving firm growth through proactive business development. Responsibilities include conducting comprehensive review meetings, implementing complex financial planning strategies, and overseeing client retention for the firm’s core accounts. This role requires a high level of technical expertise to provide expert guidance on investments, taxes, and estate planning while maintaining strict compliance with industry regulations. Additionally, the Advisor is expected to champion the firm’s culture by mentoring staff and expanding the client base through referral-based marketing and professional networking. Must Haves CFP Designation - Can be in progress Series 7, 63, 65/66 - Active or in progress 5+ years experience in direct advisory services in Wealth Management/Banking Experience with Securities, Financial Planning, Investments, and Insurance required Experience working with various Custodian Platforms (Fidelity, Schwab, TD, etc.) Strong communication and sales motivated Microsoft Suite and CRM experience Familiarity with Financial Planning software (eMoney, Moneyguide Pro, Retirement Analyzer) High volume work environment and growth minded #J-18808-Ljbffr The LifeWealth Group
Vacancy posted 11 hours ago
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