Website WealthMgmtCo Wealth Management Co.
Your financial future, our focus
Job Description
About the Role
Join our wealth management team as a Financial Advisor. Help clients achieve financial goals through personalized planning and investment strategies. Build long-term relationships while growing your professional practice.
Responsibilities
- Assess client financial situations
- Develop financial plans
- Recommend investments
- Monitor client portfolios
- Build client relationships
- Stay current on markets
- Meet sales targets
- Maintain compliance
Requirements
- Bachelor’s degree required
- Series 7 and 66 licenses
- 2+ years finance experience
- Sales/client service skills
- Strong ethics
- Detail-oriented
- Self-motivated
- Team player
Benefits
- Base salary + commission
- Health insurance
- Retirement plan
- Performance bonuses
- Professional development
- Flexible schedule
- Technology stipend
- Networking opportunities
About the Company
Established financial services firm with offices nationwide. We provide comprehensive wealth management services with a client-first approach. Grow your career with our supportive team.
Job ID: financial-advisor-vsWSC
