Financial Advisor
2 days ago
We are seeking a highly motivated and experienced Wealth Advisor to join our team at Weitz and Luxenberg PC. As a Wealth Advisor, you will be responsible for providing expert advice to clients on personal investment products, such as mutual funds, insurance, and annuity products.
Key Responsibilities:- Provide personalized investment advice to clients, taking into account their financial goals and risk tolerance.
- Determine specific client needs and ensure that appropriate market transactions are executed.
- Maintain a high level of profitable sales and achieve sales targets.
- Stay up-to-date with market trends, issues, and customer needs to provide informed advice.
- Develop and maintain relationships with clients to ensure long-term loyalty and growth.
- Comply with regulatory requirements and maintain up-to-date knowledge of changing regulations.
- Cross-sell bank products and build relationships with personal bankers.
- Maintain appropriate licensing and certifications.
- Bachelor's degree from a four-year college or university and three years of related experience required.
- Series 7 and 65 securities license (or equivalent) and life/health insurance licenses required.
- Strong oral, written, and interpersonal communication skills.
- Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
We offer a competitive salary and an excellent benefits package. If you are a motivated and experienced professional looking for a challenging role, we encourage you to apply.
We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.
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