About this role
Role Overview
- partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- manages the responsibilities for a book of assigned clients
- supports the implementation of financial plan recommendations and the coordination of asset consolidation
- communicates clearly and succinctly
- manages time and resources efficiently and effectively
- builds meaningful and long-lasting relationships
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
- Required: 2+ years of financial services experience
- Series 7 and 66 (or 63 and 65) passed within 120 days of start date
- Preferred: 3+ years of financial services experience
- Series 7 and 66 (or 63 and 65) passed
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings