Wealth Management Advisor

Responsibilities Partner with affluent clients to identify their financial goals Analyze their financial landscape and develop recommendations Communicate complex financial solutions to clients Build meaningful and long-lasting relationships Develop and implement 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 Life and Health Insurance License (Resident State) – Multiple Issuers required Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards preferred 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. #J-18808-Ljbffr Jobtailor