Wealth Advisor

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

📋 Description

• Engage directly with clients in Des Moines regarding their financial choices

• Collaborate with the technology team to enhance the product roadmap

• Dedicate more time to advising clients and developing business

⛳️ Requirements

• 3-5+ years of experience in advising high-net-worth individuals

• Necessary accreditation (Series 65, CFP, or an equivalent qualification)

• A strong client service orientation

🏝️ Benefits

• Equal opportunity employer

• Commitment to fostering a diverse and inclusive workplace