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Job Description
Onsite
A distinguished financial services firm in Lewes, Delaware, seeks a Wealth Management Advisor to provide tailored financial guidance and portfolio management for clients, primarily retirees. Key responsibilities include conducting client meetings, recommending asset allocations, and designing investment strategies involving equities, funds, and annuities. The ideal candidate is proactive, client-focused, and experienced in financial advisory with a Series 65 license and strong Excel skills. This role is perfect for someone seeking to grow in a collaborative, professional environment with a clear path for advancement.
Wealth Management Advisor Responsibilities:
- Meet with clients to review financial goals and investment portfolios, tailoring strategies to their needs
- Recommend asset allocation and specific investment opportunities, including managed accounts, funds, annuities, and equities
- Develop personalized financial plans and provide ongoing client support
- Build relationships with new and existing clients, prioritizing face-to-face interaction in a retirement-focused demographic
- Utilize Excel and in-house CRM systems for tracking client information and portfolio performance
Wealth Management Advisor Requirements:
- Minimum 1 year of experience in a financial advisory role
- Active Series 65 license
- Proficiency in Microsoft Excel and Word
- Wealth management experience preferred; a bachelor s degree is a plus
- Strong interpersonal skills and the ability to manage diverse client personalities
Benefits:
- Medical insurance with a $500 company contribution
- 401k plan with a 3% match and profit-sharing opportunities
- 10 days vacation/sick leave plus 7 paid holidays
- Collaborative, growth-oriented environment with opportunities to take on additional clients and responsibilities over time
Apply Now!
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