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Wealth Advisor - Series 65 Licensed
A company is looking for a Wealth Advisor to collaborate with clients on financial decisions and innovate product offerings. Key Responsibilities Collaborate with clients on important financial decisions Partner with the technology team to innovate the product roadmap Focus on advising and building business while minimizing back-office tasks Required Qualifications 3-5+ years of experience advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals Required accreditation such as Series 65, CFP, or equivalent An entrepreneurial mindset
A company is looking for a Wealth Advisor to collaborate with clients on financial decisions and innovate product offerings.
Key Responsibilities
Collaborate with clients on important financial decisions
Partner with the technology team to innovate the product roadmap
Focus on advising and building business while minimizing back-office tasks
Required Qualifications
3-5+ years of experience advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals
Required accreditation such as Series 65, CFP, or equivalent
An entrepreneurial mindset