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Securities Licensed Wealth Advisor
Job Summary
A company is looking for a Wealth Advisor to support senior Wealth leaders and manage client relationships.
Key Responsibilities
- Develop and manage client relationships and assist in financial planning processes
- Organize compliance functions and client presentations for financial plans and performance reports
- Participate in the Investment Committee and manage projects to enhance client experience and operational efficiency
Required Qualifications
- Bachelor's degree
- Financial accreditations: CPA, PFS, CFP, or CFA
- 5+ years of relevant wealth management experience
- Securities 65 or 66 license
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COMPLETE JOB DESCRIPTION
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Company Overview
Company Company Name
Headquarters Headquarters
Founded Founded
Website
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