Job Description:

Do you want to focus on driving deeper relationships with clients while helping them plan for financial success? The Wealth Management Advisor builds comprehensive financial plans and wealth strategies to prepare their customers for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.

The Expertise We’re Looking For We believe a minimum of 12 years in the financial industry, with experience in complex planning and sophisticated product offerings Series 7, 63, 65, 66 and life insurance licenses required prior to hire or if previously licensed, must be obtained within 6 months of hie We also value a strong understanding of the Broker/Dealer and RIA marketplace Bachelor’s Degree strongly preferred for this position The Purpose of Your Role

Do you have an unwavering commitment to sustaining long-lasting relationships? Reinforced by an impressive support team, we believe you will effectively implement wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.

The Skills You Bring Execution on key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance Rapport as a poised senior associate with respected experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products Your capableness in building, articulating, executing, and handling multi-generational financial plans to tackle complex investment and tax needs An ambitious spirit and the ability to work collaboratively across an organization to achieve results The Value You Deliver

You are helping families grow and protect their assets by:

Building deep relationships with clients and their families to handle their changing situations through life stages and generational wealth transfer Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities Crafting investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning Partnering with peer planning associates, investment managers, and service support representatives to deliver a rare service experience How Your Work Impacts the Organization

It is our mission to bring financial strategies across retirement, investment, and planning in an effort to successfully protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.

Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA