This Wealth Advisor role involves providing comprehensive service to existing clients and developing new business through inbound leads.
Responsibilities include collaborating with the team, qualifying leads, coordinating with internal departments, documenting interactions, and ensuring compliance with policies.
Qualifications required are an undergraduate degree, Series 65 or equivalent, at least 2 years of relationship management/sales experience in financial services, and strong communication skills.
Compensation ranges from $40,000 to $120,000 annually, including base salary and incentives.
Benefits offered include paid holidays, unlimited PTO, health plans, 401k match, mental health services, educational reimbursement, and flexible work options.
The role supports professional growth and fosters an inclusive environment, emphasizing integrity, entrepreneurship, and connection.