Job Details

A company is looking for a Private Wealth Advisor (Private Client - Personal Strategy).Key ResponsibilitiesProvide a best-in-class client experience through proactive and reactive client engagementsManage outreach campaigns and financial planning milestones to enhance client experiencesCollaborate with the advisory team to maintain strong long-term relationships with clientsRequired Qualifications and EducationBachelor's Degree in Business or related discipline or equivalent experience5+ years of related work experience in financial services and client experienceFINRA Series 65 requiredKnowledge of wealth management strategies, financial planning, and estate planningPrior experience as a high performing Advisor & Planner in the Personal Strategy solution preferred