About this role
Role Overview
- Partnering with Wealth Management Advisors on client relationships
- Supporting high-net worth clients in achieving financial goals
- Managing assigned book of clients
- Implementing financial plan recommendations
- Building meaningful and long-lasting relationships
- Communicating clearly and effectively
Requirements
- 2+ Years Required; 3+ Years Preferred work experience
- Deeply curious with a demonstrated ability to uncover the needs of the client
- Motivated by finding solutions with an entrepreneurial mindset
- Takes pride in knowledge of investment solutions and financial planning
- All licenses and registrations must be obtained within 120 days from start date
- Series 7 and 66 (63 or 65) passed
Benefits
- Comprehensive Total Rewards package
- Competitive compensation package
- Health and wellness offerings
- Retirement programs