Associate Wealth Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Create, modify, and deliver financial plans utilizing planning software.

• Familiarity with tax, estate, and insurance planning.

• Formulate a comprehensive investment strategy tailored for each client.

• Acquire knowledge of trading fundamentals.

• Collaborate with the Portfolio Management team.

• Demonstrate the ability to independently facilitate client communications and interactions.

• Conduct thorough reviews of client billing.

⛳️ Requirements

• Bachelor's Degree.

• Series 65 or an equivalent certification to be obtained within 120 days of hire.

• A minimum of 2 years of experience in the financial services sector.

• Strong interpersonal abilities with a team-oriented mindset.

• Comprehensive knowledge of the financial industry, financial products, and financial planning concepts.

• Exceptional analytical skills and a keen eye for detail.

• Clean U4 record.

🏝️ Benefits

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Life insurance.

• 401(k) plan.