FINRA Licensed Wealth Advisor

Job Summary

A company is looking for a Wealth Advisor in Wealth Management - Premier/Brokerage.

Key Responsibilities

• Deliver a personalized, high-touch client experience, supporting onboarding, financial planning, and investment strategy
• Lead clients through planning milestones and campaign-driven outreach, ensuring a seamless experience
• Identify planning opportunities and provide tailored financial planning based on client goals

Required Qualifications

• Bachelor's Degree in Business or related discipline or equivalent experience
• 4+ years of related work experience in financial services and/or customer experience
• FINRA Series 7, 63, and 65 registrations required
• Knowledge of wealth management strategies, financial planning, and estate planning
• CFP or CRPC preferred