State Licensed Wealth Advisor
Job Summary
To support a growing client practice, the full-time remote State Licensed Wealth Advisor will deliver personalized financial planning, manage client relationships, and coordinate ongoing financial reviews while collaborating with internal teams.
Key responsibilities
- Deliver a high-touch client experience through proactive and reactive engagements related to onboarding and financial planning
- Lead clients through planning milestones and campaign-driven outreach, ensuring a seamless experience
- Identify planning opportunities and provide tailored financial guidance based on client goals and insights
Required qualifications
- Bachelor's Degree in Business or a related discipline or equivalent experience
- 4+ years of relevant work experience in financial services and/or customer experience
- FINRA Series 7, 63, and 65 registrations required
- Strong knowledge of wealth management strategies, financial planning, and estate planning
- Proficient in Microsoft Office Suite and familiar with Salesforce and other financial systems
Complete Job Description
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