State Licensed Senior Financial Advisor

Job Summary

A company is looking for a Senior Financial Advisor - VP Private Client.

Key Responsibilities

• Cultivate Private Client relationships and maximize the use of company products and services
• Drive scheduled appointments to uncover and close outside asset opportunities
• Partner with relationship management and advisory teams to consolidate outside assets

Required Qualifications and Education

• Bachelor's degree or equivalent combination of education and professional experience
• 5+ years of financial industry experience with a proven track record in asset growth
• FINRA 65 registration or equivalent required
• CFP designation preferred
• Robust knowledge of financial planning and retail investment vehicles