Responsibilities
- Build Relationships: Connect with clients to understand their financial needs and goals.
- Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
- Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives.
- Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
- Stay Informed: Keep up with industry trends and regulations to offer the most current advice.
Requirements
- At least 3 years in financial planning and investment management.
- Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
- Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
- Applicable State Life and Annuity Insurance Licenses.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
Nice to Have
- Experience with high net worth clients is a plus.
- A Master's degree is a bonus.
- Certified Financial Planner (CFP) designation.
Work Arrangement
On-site
Additional Information
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
