Financial Wealth Advisor
: Job Details :

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