Minnesota Licensed Wealth Advisor
Job Summary
A company is looking for a Wealth Advisor to manage client relationships and provide financial planning services.
Key Responsibilities
- Prepare and deliver financial plans and presentations to clients
- Lead client relationship management and oversee client service processes
- Assist in portfolio management and identify new business opportunities
Required Qualifications
- College Degree
- 5+ years of related experience
- Series 65 license
- Professional designations such as CPFA, CMT, CFA, CFP, or CPA
- Supervisory or work delegation experience
COMPLETE JOB DESCRIPTION
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Company Overview
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