Securities Licensed Wealth Advisor

Job Summary

A company is looking for a Wealth Advisor to support senior Wealth leaders and manage client relationships.

Key Responsibilities

• Develop and manage client relationships, assisting in financial planning and compliance tasks
• Organize client presentations and perform compliance functions, ensuring portfolios are managed according to asset allocation
• Participate in the Investment Committee and assist in the strategic development of the department

Required Qualifications

• Bachelor's degree
• Financial accreditations: CPA, PFS, CFP, or CFA
• 5+ years of relevant wealth management experience
• Securities 65 or 66 license