Experience: Mid Level
Salary: $130,000 - $140,000 per year
Job Details
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Key Responsibilities
Support and manage client relationships in partnership with senior advisors
Cultivate new business through networking, prospecting, and referral networks
Conduct client meetings and develop personalized financial strategies
Stay current with market trends and proactively recommend solutions
Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning
Qualifications
Minimum 5 years of experience in wealth management or financial planning
Proven ability to develop business and expand client networks
Strong interpersonal and communication skills
Bachelor’s degree from an accredited institution
Series 7 and 63 (or 65 and 66) required
Clean U-4 record
Life/Health/Variable Annuity licenses preferred
CFP® designation strongly preferred or willingness to obtain within a designated timeframe
A bit about us:
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We are a fast-growing organization focused on delivering innovative solutions that help businesses operate more efficiently and effectively. Our team is built on collaboration, integrity, and a commitment to providing exceptional service and long-term value to our clients. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
Why join us?
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Why Join Us
Competitive compensation and comprehensive benefits package
Opportunity to work with a collaborative and high-performing team
Career growth and advancement opportunities within a growing organization
Flexible work environment that supports work-life balance
Exposure to innovative projects and industry-leading solutions
Leadership team that values transparency, communication, and employee success
Culture centered around teamwork, accountability, and professional development
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