About this role
Role Overview
- Partner with Wealth Management Advisors in delivering client service
- Support high-net worth clients in achieving financial goals
- Manage a book of assigned clients and support financial plan implementations
- Communicate clearly and succinctly utilizing interpersonal skills
- Manage time and resources to provide value to clients
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
- Life and Health Insurance License (Resident State) required within 120 Days
- Ability to build meaningful and long-lasting relationships
- Strong knowledge of investment solutions and financial planning
Benefits
- Superior retirement program
- Highly competitive health, wellness and work-life offerings
- Professional development pathways that foster meaningful learning experiences