FINRA Licensed Private Wealth Advisor

Job Summary

A company is looking for a Private Wealth Advisor (Private Client - Premier Brokerage) to provide personalized financial services to clients.

Key Responsibilities

• Deliver a high-touch client experience through proactive financial planning and investment strategy support
• Manage ongoing client communications and identify planning opportunities based on client needs and data insights
• Collaborate with internal teams to ensure compliance and operational excellence while implementing investment strategies

Required Qualifications

• Bachelor's degree in business or related discipline or equivalent experience
• 5+ years of experience in financial services and client experience
• FINRA Series 7, 63, and 65 registrations required
• Knowledge of wealth management strategies, financial planning, and estate planning
• CFP designation preferred