Lead Wealth Advisor
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
COMPLETE JOB DESCRIPTION
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