Senior Wealth Advisor - Series 65

A company is looking for a Senior Wealth Advisor & Practice Lead. Key Responsibilities Serve as the lead advisor within a dedicated client team, building lasting relationships with clients Provide a first-class client experience through onboarding, financial planning, and investor education Conduct comprehensive relationship management and act as a liaison between clients and internal departments Required Qualifications and Education Bachelor's degree in business or related discipline, or equivalent experience 4+ years of related work experience in financial services Advanced knowledge of wealth management strategies and financial planning Experience managing a book of clients in a wealth management setting FINRA Series 65 required