Series 65 Licensed Associate Advisor
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Job Summary
To support a growing wealth management practice, the full-time Series 65 Licensed Associate Advisor will manage client relationships, assist in client meetings, and prepare investment analyses while working remotely.
Key responsibilities:
- Serve on the client service team to assist in managing client relationships
- Participate in client and prospect meetings, as well as networking opportunities
- Prepare investment analysis and financial-related projects as needed
Required qualifications:
- Undergraduate Degree, preferably in a business-related field
- Minimum of 5 years in the Wealth Management/Financial Services industry
- Active Series 65 license
- Experience with financial planning software tools, including eMoney Advisor and CRM systems
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
Complete Job Description
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