Lead Wealth Advisor

Location: Remote
Compensation: Salary
Staff Reviewed: Thu, Feb 08, 2024
This job expires in: 15 days

Job Summary

A company is looking for a Lead Wealth Advisor to join their growing organization.

Key Responsibilities:
  • Handle escalated customer situations and monitor calls for quality
  • Develop and deliver training and up-skill resources for sales associates
  • Ensure regulatory compliance and fiduciary duty in all recommendations and sales

Required Qualifications:
  • Bachelor's degree or equivalent combination of education and work experience
  • FINRA Series 7, 24, 63, and 65 (or 66) required
  • 2+ years of industry experience and leadership
  • In-depth understanding of retail investment vehicles and qualified retirement plans
  • Proficient knowledge of Windows, Microsoft Office Software, and various file manipulation skills on a PC

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