Securities Licensed Wealth Advisor
A company is looking for a Wealth Advisor to support senior Wealth leaders and manage client relationships. Key Responsibilities Develop and manage client relationships and assist in financial planning processes Organize compliance functions and client presentations for financial plans and performance reports Participate in the Investment Committee and manage projects to enhance client experience and operational efficiency Required Qualifications Bachelor's degree Financial accreditations: CPA, PFS, CFP, or CFA 5+ years of relevant wealth management experience Securities 65 or 66 license
A company is looking for a Wealth Advisor to support senior Wealth leaders and manage client relationships.
Key Responsibilities
Develop and manage client relationships and assist in financial planning processes
Organize compliance functions and client presentations for financial plans and performance reports
Participate in the Investment Committee and manage projects to enhance client experience and operational efficiency
Required Qualifications
Bachelor's degree
Financial accreditations: CPA, PFS, CFP, or CFA
5+ years of relevant wealth management experience
Securities 65 or 66 license
