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Job Description
Join a growing boutique wealth management group as a Financial Advisor, where you'll provide personalized financial planning and build lasting client relationships. Ideal for those with an existing book, this role offers a supportive operations team and significant career advancement opportunities.
Key Responsibilities
Develop and maintain strong relationships with clients
Create and implement customized financial strategies
Monitor clients' financial portfolios and make recommendations
Conduct regular reviews with clients to assess financial plans
Stay informed about financial markets and investment products
Continuous business development and relationship management
Required Qualifications
Passed Series 6, 7, 63, 65 or 66 exams
Bachelor's degree in Finance, Business, or a related field
3+ years in Financial Advising/Planning
Existing book of business
Preferred Qualifications
MBA
Knowledge of tax planning or having a tax background or CPA
Series 65/66 licensure
Familiarity with financial planning software such as eMoney