Job Summary

• The role focuses on identifying, building, and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments.
• Employees are expected to provide regular value-added engagement through high-touch, face-to-face meetings and access to exclusive seminars.
• The position offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Key Requirements

• 5-8 years of professional experience
• Current US FINRA Registration (Series 6, 63, 65 or Series 7, 66)
• Life insurance license required within 150 days
• Mortgage loan originator registration with NMLS required
• Bachelor's degree or equivalent experience

Work Rights