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Wealth Advisor - Series 65 Licensed
Job Summary
A company is looking for a Wealth Advisor to collaborate with clients on financial decisions and innovate product offerings.
Key Responsibilities
- Collaborate with clients on important financial decisions
- Partner with the technology team to innovate the product roadmap
- Focus on advising and building business while minimizing back-office tasks
Required Qualifications
- 3-5+ years of experience advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals
- Required accreditation such as Series 65, CFP, or equivalent
- An entrepreneurial mindset
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COMPLETE JOB DESCRIPTION
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Company Overview
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