Job Details
Our client's sophisticated and boutique wealth management firm is looking for a motivated financial advisor to become a successor to the owner! The ideal candidate must be fully licensed, client-focused, and able to provide customized investment strategies that will assist clients with their long-term financial goals.
Responsibilities
- Offer strategic advice on relevant financial products and services
- Assist clients with a personalized financial plan
- Demonstrate an interest and ability to secure new clients
Qualifications
- Bachelor's degree (preferred)
- 1+ year of industry experience
- Series 66 and Series 7 licensed
- Strong understanding of the investment business
- Superior interpersonal skills