The role focuses on delivering a high-touch, personalized client experience through strategic planning conversations and relationship management
Job Summary
The role focuses on delivering a high-touch, personalized client experience through strategic planning conversations and relationship management.
Candidates will coordinate ongoing financial reviews, identify opportunities to deepen relationships, and expand wallet share within an elite client base.
The company offers a flexible work environment with generous benefits including up to 6% 401(k) matching and paid volunteer time.
Matching Summary
The role focuses on delivering a high-touch, personalized client experience through strategic planning conversations and relationship management.
Salary
Base: $87,400.00 - $123,400.00; Bonus/Equity: Sales incentives and bonus plan available; Benefits: Medical, dental, vision, life insurance, 401(k) match up to 6%
Skills & Requirements
Must-have
5+ years financial services experience
FINRA Series 65 license required
Bachelor degree in Business or related field
Client relationship management skills
Investment strategy recommendation
Nice-to-have
CFP certification preferred
High performing advisor background
Personal Strategy solution experience
Strong situational awareness
Proactive self-starter mindset
Key Requirements
FINRA Series 65 required
5+ years related work experience
Bachelor Degree in Business or equivalent
Authorized to work for any employer in the U.S.
Work Rights
Must be authorized to work for any employer in the U.S.