Description

Wealth Management Financial Advisor

The Wealth Management Advisor’s dual purposes are the conservation of large balanced and at-risk client accounts. Asset Conservation is paramount to our growth. This emphasis is served by assigning the Wealth Management Advisor a manageable book where the advisor can build relationships that will help clients plan for their retirement and reduce surrenders. Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work.

Wealth Management Advisor

• Employment Type: Full-Time Position

• NASD Series 7

• Series 65 or 66

• State Variable, Life & Health License

• Seven plus years of industry experience

• CFP designation strongly desired

• Bachelor’s degree or equivalent related work experience

You will also be provided with the following:
• An existing book of business and an ecosystem for new leads generatio...