Wealth Management Consultant
19 hours ago
Key Responsibilities:
- Develop and implement comprehensive financial plans that meet the unique needs and goals of our clients.
- Analyze financial data and provide expert advice on investment strategies, retirement planning, and other financial matters.
- Build and maintain strong relationships with clients through exceptional customer service and communication skills.
- Stay up-to-date with industry developments and regulatory requirements to ensure compliance with all rules and regulations.
Requirements:
- Advanced degree in finance, accounting, or related field preferred.
- Dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.
- Minimum 5 years of experience in financial sales or related field.
- Excellent math skills with the ability to analyze complex financial data.
- Exceptional sales skills with a focus on customer relationship management.
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