State Licensed Private Wealth Advisor
Job Summary
To support a dedicated client practice team, the full-time remote State Licensed Private Wealth Advisor will manage client relationships, deliver personalized financial planning, and coordinate ongoing financial reviews to enhance client engagement and satisfaction.
Key responsibilities
- Deliver a high-touch client experience, supporting onboarding, financial planning, and investment strategy
- Lead clients through planning milestones and manage ongoing communications to strengthen relationships
- Identify planning opportunities and provide tailored financial guidance based on client goals
Required qualifications
- Bachelor's degree in business or related discipline or equivalent experience
- 5+ years of relevant experience in financial services and client experience
- FINRA Series 7, 63, and 65 registrations required
- Knowledge of wealth management strategies, financial planning, and estate planning
- Proficient in Microsoft Office Suite, Salesforce, and other financial systems
Complete Job Description
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