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Wealth Management Advisor (Series 65 required)
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
Responsibilities:
- 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
Requirements:
- Minimum 1 year of advisory experience in the wealth management industry
- Proficiency in Excel and Word
- Series 65 license
- Bachelor's degree is preferred
Benefits:
- Competitive salary
- Bonus structure
- Medical, Dental and Vision insurance
- 401k with 3% match and profit sharing
- PTO/PSL
- 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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