Senior Wealth Advisor Series 7 63 65

Job Summary

As a full-time remote Senior Wealth Advisor, Series 7, 63, and 65 will manage a dedicated client team to deliver personalized financial advice, focusing on retaining and growing assets for moderate- and high-net-worth households while ensuring exceptional client experiences.

Key responsibilities

• Serve as the lead advisor within a dedicated client team, collaborating closely with a Wealth Advisor and Client Experience Specialist
• Deliver proactive, personalized client experiences through onboarding, financial planning, and ongoing investment education
• Guide clients in understanding and implementing portfolio solutions aligned with their long-term financial goals

Required qualifications

• Bachelor's Degree in Business or related discipline or equivalent experience
• 4+ years of related work experience in financial services and client experience
• FINRA Series 7, 63, and 65 registrations required
• Advanced knowledge of wealth management strategies, financial planning, and estate planning
• Proven ability to establish trust and build long-term client relationships through effective consultations