State Licensed Wealth Advisor

Job Summary

A company is looking for a Wealth Solutions Advisor to assist individual consumers in achieving their financial goals.

Key Responsibilities

• Cultivate relationships by addressing customer needs and maximizing Empower products
• Drive appointments to uncover and close outside asset opportunities
• Implement goal-based planning solutions for various savings goals

Required Qualifications

• FINRA Series 7, 63, and 65 (or 66) registrations required
• 3+ years of financial industry experience with demonstrated sales success required
• In-depth understanding of retail investment vehicles and qualified retirement plans
• FINRA fingerprinting required