Senior Wealth Advisor

Job Summary

A company is looking for a Senior Wealth Advisor for a remote licensed position.

Key Responsibilities:

• Cultivate relationships with customers and provide solutions to improve their financial outlook
• Drive scheduled appointments to uncover outside asset opportunities and close on them
• Deliver on sales and conversation targets to earn incentive compensation

Required Qualifications:

• Bachelor's degree or equivalent combination of education and work experience
• 3+ years of financial industry experience with demonstrated sales success
• In-depth understanding of retail investment vehicles and qualified retirement plans
• FINRA Series 7, 63, and 65 registrations
• FINRA fingerprinting required