Job Details

A company is looking for a Private Wealth Advisor (Private Client - Premier Brokerage) to provide personalized financial services to clients.Key ResponsibilitiesDeliver a high-touch client experience through proactive financial planning and investment strategy supportManage ongoing client communications and identify planning opportunities based on client needs and data insightsCollaborate with internal teams to ensure compliance and operational excellence while implementing investment strategiesRequired QualificationsBachelor's degree in business or related discipline or equivalent experience5+ years of experience in financial services and client experienceFINRA Series 7, 63, and 65 registrations requiredKnowledge of wealth management strategies, financial planning, and estate planningCFP designation preferred