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Wealth Management Advisory Consultant II
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Full-time
- Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
- Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
- Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required Qualifications: 3+ years of experience in financial services FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within the first 120 days.
- We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
- Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
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