Series 7 and 66 Licensed VP of Wealth Management

Job Summary

A company is looking for a Vice President, Wealth Management Advanced Concepts.

Key Responsibilities

• Develop strategic sales concepts targeting affluent clients and institutions
• Collaborate with financial professionals to design and present advanced planning strategies
• Deliver customized solutions involving managed accounts, alternative investments, insurance, and retirement planning

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field; advanced degree or CFP/ChFC designation preferred
• Series 7 and 66 (or 63/65) licenses required
• Minimum 7-10 years of experience in wealth management or financial services sales
• Proven success in developing or selling complex financial solutions to high-net-worth clients
• Strong understanding of investment vehicles, tax strategies, and estate planning