Series 65 Licensed Wealth Advisor

Job Summary

To support a growing practice, the remote Series 65 Licensed Wealth Advisor will serve clients in financial planning disciplines, manage client relationships, and leverage technology to enhance the client experience.

Key responsibilities

• Serve existing and prospective clients across various financial planning areas including retirement and tax strategy
• Support senior advisor client relationships while gradually taking on more ownership
• Prospect for new clients through referrals and community engagement

Required qualifications

• Series 65 or 66 license required
• 2+ years of experience in financial planning or wealth management
• Strong foundation in financial planning concepts such as retirement and investment management
• Relationship-first mindset with genuine care for clients' long-term outcomes
• Self-starter capable of managing a pipeline and ensuring follow-through