Senior Wealth Advisor - Series 7, 63, 65
Job Summary
As the Senior Wealth Advisor - Series 7, 63, 65, this full-time remote position will serve as the lead advisor for a dedicated client team, focusing on delivering personalized financial advice and building lasting relationships with moderate- and high-net-worth households.
Key responsibilities
- Lead a dedicated client team to provide tailored financial planning and investment education
- Engage clients through various communication methods to address their evolving needs and enhance their experience
- Guide clients in implementing portfolio solutions aligned with their financial goals and strategies
Required qualifications
- Bachelor's Degree in Business or related discipline or equivalent experience
- 4+ years of experience in financial services and client experience
- FINRA Series 7, 63, and 65 registrations required
- Advanced knowledge of wealth management strategies and financial planning
- Proven ability to build long-term client relationships and deliver effective consultations
Complete Job Description
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