Job Summary

• The role involves providing up to 50% client relationship specialist duties while collaborating with wealth advisors before, during, and after meetings.
• Candidates will utilize financial planning software such as Money Guide Pro, Holistiplan, and Income Solver to assist clients in meeting life challenges.
• The position offers a hybrid work arrangement of three days in the office and two days remote, along with a comprehensive benefits package.

Matching Summary

Salary

Base: $60,000-$70,000; Bonus/Equity: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Key Requirements

• Bachelor's degree from a four-year college
• Major in Finance required
• Active study for Series 65 or CFP certification
• Valid driver's license required

Work Rights