About this role
Role Overview
- Partnering with Wealth Management Advisors in delivering client service
- Supporting high-net worth clients
- Operationally leading Wealth Management advisory teams
- Managing responsibilities for a book of assigned clients
- Supporting the implementation of financial plan recommendations and the coordination of asset consolidation
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State)
- Multiple Issuers required within 120 Days
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings