State Licensed Wealth Advisor

Job Summary

State Licensed Wealth Advisor will work full-time in a remote setting, focusing on delivering personalized client experiences, managing relationships, and providing strategic financial planning.

Key Responsibilities

• Deliver a high-touch client experience through proactive and reactive engagements
• Manage ongoing client communications and identify planning opportunities
• Support the implementation of investment strategies aligned with client objectives

Required Qualifications

• Bachelor's Degree in Business or a related discipline or equivalent experience
• 4+ years of experience in financial services and/or customer experience
• FINRA Series 7, 63, and 65 registrations required
• Knowledge of wealth management strategies, financial planning, and estate planning
• Proficiency in Microsoft Office Suite and other financial software