State Licensed Senior Wealth Advisor

Job Summary

A company is looking for a Senior Wealth Advisor in Wealth Management - Personal Strategy.

Key Responsibilities

• Provide a best-in-class client experience through proactive and reactive client engagements
• Manage outreach campaigns and financial planning milestones to enhance client experience
• Collaborate with the advisory team to grow and maintain long-term relationships with clients

Required Qualifications

• Bachelor's Degree in Business or related discipline or equivalent experience
• 4+ years of related work experience in financial services and customer experience
• FINRA Series 65 required
• Knowledge of wealth management strategies, financial planning, and estate planning
• Prior experience as a high-performing Financial Advisor & Planner is preferred