Wealth Management Specialist
7 days ago
Key Responsibilities
- Provide Enhanced Client Service: Identify customer needs, develop tailored solutions, and implement plans to exceed client expectations.
- Foster Our Culture: Embody a positive attitude, collaborate with colleagues, and adhere to company policies and procedures.
- Embrace Technology and Change: Continuously evaluate processes, leverage technology for efficiency, and accuracy.
- Focus on Accuracy and Attention to Detail: Ensure accurate reviews, research, and adherence to regulatory requirements.
- Seek Professional Development Opportunities: Participate in training to enhance knowledge of rules and regulations.
A bachelor's degree in a related field or equivalent experience is required. A minimum of 10 years' experience in wealth management, advisement, or a related field is necessary. FINRA Series 7 and 63 licenses, along with VA Life & Health license, are preferred.
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