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Investment Services Advisor
2 months ago
We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at CFA Institute. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities- Provide personalized financial planning and investment advice to clients, taking into account their unique needs and objectives.
- Develop and implement comprehensive financial plans, including investment strategies and retirement planning.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their ongoing satisfaction.
- Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients.
- Collaborate with other members of the team to achieve business objectives and drive growth.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Previous success in building relationships, uncovering needs, and recommending solutions.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- A supportive and collaborative work environment that encourages professional growth and development.
- The opportunity to work with a leading organization in the financial industry and make a meaningful impact on the lives of our clients.
CFA Institute is a leading global organization dedicated to promoting the highest standards of ethics, education, and professional excellence in the investment industry. We are committed to helping our clients achieve their financial goals and making a positive impact on the world.
