Senior Wealth Management Consultant
1 month ago
We are expanding our financial services team and seeking a seasoned professional to join us as a Senior Wealth Management Consultant. With a focus on delivering exceptional client experiences, you will have the opportunity to build strong relationships with existing clients, while also growing and enhancing their wealth management portfolios.
About the RoleAs a key member of our team, you will be responsible for providing comprehensive wealth management advice to clients, including investment, insurance, and retirement planning. Your expertise in financial services will enable you to develop tailored solutions that meet the unique needs of each client.
You will work closely with our established clients, assisting with new client onboarding, and collaborating with our internal teams to ensure seamless delivery of our services. Your excellent communication skills will be essential in building trust and rapport with clients, while your organizational and prioritization skills will enable you to manage multiple projects simultaneously.
Requirements- 4+ years of experience in financial services, with a focus on sales and wealth management
- Licensed in Life and Health Insurance; Series 65 or Series 7&66 required
- CFP designation preferred
We provide a comprehensive benefits package, including medical, dental, STD, LTD, and life insurance, as well as a 401k plan and paid time off. As an equal opportunity employer, we welcome applications from diverse candidates.
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