About this role
Role Overview
- Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- Lead Wealth Management advisory teams to help clients achieve their financial goals
- Manage responsibilities for a book of assigned clients and implement financial plan recommendations
Requirements
- 2+ years of financial services experience
- Series 7, 66 (63 and 65) licenses completed within 120 days of start date
- Life and Health Insurance License (Resident State) required within 120 days
- 3+ years of financial services experience preferred (related skills: Business Development, Client Relationship Management, etc.)
Benefits
- Superior retirement program
- Highly competitive health, wellness, and work-life offerings