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 relationships 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 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Certified Financial Planner (CFP) or Chartered Financial Analyst preferred 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. Certifications & Qualifications FINRA Series 63 License FINRA Series 65 License FINRA Series 66 License Certified Financial Planner (CFP) Life and Health Insurance License #J-18808-Ljbffr