FINRA Series 65 Licensed Private Wealth Advisor

Job Summary

A company is looking for a Private Wealth Advisor (Private Client - Personal Strategy).

Key Responsibilities

• Provide a best-in-class client experience through proactive and reactive client engagements
• Manage outreach campaigns and financial planning milestones to enhance client experiences
• Collaborate with the advisory team to maintain strong long-term relationships with clients

Required Qualifications and Education

• Bachelor's Degree in Business or related discipline or equivalent experience
• 5+ years of related work experience in financial services and client experience
• FINRA Series 65 required
• Knowledge of wealth management strategies, financial planning, and estate planning
• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution preferred