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Wealth Management Advisor (Series 65 required)

Lewes, DE 19958

Posted: 06/20/2023 Employment Type: Permanent Category: Sales/Business Development Job Number: 19373 Pay Range: $60,000 - $95,000 DOE

Job Description

A well-established wealth management firm in Lewes, DE is seeking a talented Financial Advisor to join their team in a client-facing role! As an Advisor, you will play a crucial role in assisting clients with their financial goals and investment strategies. The firm is looking for an individual with a proven track record in the wealth management industry who can provide exceptional service and guidance to their valued clients.  You will be joining a small team of friendly professionals, who collaborate well together.  The company offers full medical coverage for employees, growth opportunities, a bonus structure and more!

Pay Range: $60,000 - $90,000 DOE


  • Meet with clients to analyze their financials and discuss investment goals
  • Review and assess clients' investment portfolios to identify areas for optimization and improvement
  • Present investment strategies and provide clear explanations of the recommended investment vehicles
  • Maintain ongoing communication with clients to provide updates on portfolio performance, market trends and investment opportunities
  • Foster and maintain strong client relationships, ensuring a high level of professionalism and trust
  • Stay up-to-date with industry trends, financial regulations, and investment products to deliver comprehensive and accurate advice to clients

  • Minimum 1 year of advisory experience in the wealth management industry
  • Proficiency in Excel and Word
  • Series 65 license
  • Bachelor's degree is preferred

  • Competitive salary
  • Bonus structure
  • Medical, Dental and Vision insurance
  • 401k with 3% match and profit sharing
  • Friendly, small office

If you are a driven professional with a strong a desire to make a meaningful impact on clients' financial well-being, apply now!


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