Financial Wealth Advisor
A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join their growing firm.
The Financial Advisor will support the construction and ongoing management of client portfolios and financial plans as well a be tasked with business development.
The Associate/Financial Advisor must have 10-20MM portable assets.
- Monitor clients financial situations
- Develop and maintain financial planning solutions
- Perform research on client databases and financial plans
- Create details portfolio reviews, security analysis and present at client meetings
5+ years of experience as an Financial Advisor
Series 7 and 66 or 63/65
BA degree
Experience with Financial Planning Software
