FINRA Series 65 Wealth Advisor

Job Summary

A company is looking for a Wealth Advisor in Wealth Management/Personal Strategy.

Key Responsibilities

• Provide a best-in-class client experience through proactive and reactive engagements related to onboarding, financial planning, and investor education
• Manage outreach campaigns and financial planning milestones to enhance client experiences
• Collaborate with the advisory team to maintain strong relationships and identify planning opportunities

Required Qualifications

• Bachelor's Degree in Business or related discipline or equivalent experience
• 4+ years of experience in financial services and customer experience
• FINRA Series 65 required
• Knowledge of wealth management strategies, financial planning, and estate planning
• Proficiency in Microsoft Office Suite and other financial systems