Job Summary

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.

Matching Summary

Salary

Base: $83,920.00 - $125,880.00; Bonus/Equity: Not specified; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Key Requirements

• 5-8 years of experience
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to details
• Microsoft Office (Excel, Outlook, and Word)
• US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
• Insurance Group 1 required
• Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry)

Work Rights