Financial Services Professional
6 days ago
Job Summary:
We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Wealth Management Consultant. In this role, you will be responsible for assisting clients with their investment needs, monitoring and re-balancing client portfolios, and providing exceptional customer service.
Responsibilities:
- Servicing existing clients and growing their investments
- Preparing for client review meetings
- Re-balancing client portfolios
- Providing exceptional customer service
Requirements:
- Bachelor's Degree from a four-year college or university required
- MBA preferred but not required
- FINRA licenses Series 7 and 66 required
- Four to ten years of related experience in an investment, financial planning, or wealth management firm
Estimated Salary:
$75,000 - $100,000 per year, based on experience
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