About this role
Role Overview
- Partner with affluent clients to identify their financial goals
- Analyze their financial landscape and develop recommendations
- Communicate complex financial solutions to clients
- Build meaningful relationships and implement appropriate financial solutions
Requirements
- 5+ years in a role with personal accountability and managing a book of business or equivalent experience
- 5+ years building long lasting relationships with affluent clients or equivalent experience
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
- Certified Financial Planner (CFP) or Chartered Financial Analyst preferred
Benefits
- Comprehensive Total Rewards package
- Highly competitive health offerings
- Superior retirement program
- Wellness programs