### Join a Thriving Private Wealth Advisory Practice
Are you an experienced financial professional looking to enhance your career while building lasting relationships with clients? This opportunity offers the flexibility of a hybrid work arrangement, combining the best of both office and remote settings.
#### Responsibilities
Client Relationship Management

• Cultivate strong relationships with clients by providing exceptional service and addressing their financial needs.
• Understand clients' goals and objectives to deliver tailored guidance.

Meeting Preparation And Follow-Up

• Assist in the preparation of client meetings, ensuring all necessary documentation is organized.
• Conduct thorough follow-ups post-meetings to address any outstanding matters.

Financial Planning And Investment Recommendations

• Collaborate with the advisory team to create comprehensive financial plans that reflect each client's unique circumstances.
• Provide well-researched investment recommendations that align with client objectives.

Trades And Transactions

• Execute trades and transactions accurately and in a timely manner.
• Stay informed on market trends and investment opportunities to provide informed guidance to clients.

Deepening Client Relationships

• Proactively engage with clients to enhance relationships and anticipate their evolving needs.
• Introduce additional services as appropriate to meet clients' requirements.

Prospecting And Marketing

• Utilize referrals and your professional network to expand the client base.

#### Qualifications

• Minimum of five years of experience in a financial advisory role.
• Required licenses: Series 7, Series 66, and Life & Health.
• CFP designation is preferred.
• Strong interpersonal and communication skills are essential.
• Detail-oriented with excellent organizational and time management abilities.
• An existing book of business is preferred.

#### Compensation and Benefits

• Competitive base compensation starting at $70,000, depending on experience.
• Performance-based bonus opportunities.
• Comprehensive benefits package, including paid time off and paid holidays, along with remote work flexibility.

#### How to Apply
If you meet these qualifications and are excited to advance your career in a supportive and collaborative environment, please submit your resume and a cover letter outlining your relevant experience.
Join a team dedicated to delivering financial success to our clients. We look forward to welcoming you to our private wealth advisory practice!
Employment Type: Full-Time