About this role
Role Overview
- partnering with Wealth Management Advisors on deepening client relationships
- operationally leads Wealth Management advisory teams to help high-net worth clients
- managing a book of assigned clients
- supporting the implementation of financial plan recommendations
- building meaningful and long-lasting relationships
Requirements
- 2+ Years Required work experience
- 3+ Years Preferred work experience
- Series 7; Series 63; Series 65; Series 66 FINRA Registrations required
- Life and Health Insurance License (Resident State) required within 120 Days
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
- professional development opportunities