Senior Wealth Advisor - Series 65

Job Summary

A company is looking for a Senior Wealth Advisor & Practice Lead.

Key Responsibilities

• Serve as the lead advisor within a dedicated client team, building lasting relationships with clients
• Provide a first-class client experience through onboarding, financial planning, and investor education
• Conduct comprehensive relationship management and act as a liaison between clients and internal departments

Required Qualifications and Education

• Bachelor's degree in business or related discipline, or equivalent experience
• 4+ years of related work experience in financial services
• Advanced knowledge of wealth management strategies and financial planning
• Experience managing a book of clients in a wealth management setting
• FINRA Series 65 required