What are the responsibilities and job description for the Long-Term Wealth Manager position at beBee Careers?
descriptions_4：
Wealth Management Opportunities
">- This role offers an exciting opportunity to build a successful career in wealth management.
About the Job
">- In this position, you will have the chance to develop your skills and expertise in investment planning and wealth management.
Key Accountabilities
">- Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Create personalized investment plans and strategies to help clients achieve their goals.
- Stay up-to-date with market trends and regulatory requirements to provide expert advice to clients.
Compensation and Benefits
">- A competitive compensation package, including salary, commissions, and profit sharing.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- The flexibility to balance your personal and professional life.
Requirements
">- A bachelor's degree or equivalent work-related experience within the securities/financial services industry.
- Financial services and/or sales experience.
- Financial services registration, licensing, or certification.
- Professional and/or military career progression.
Licensing and Certification
">- SIE (Securities Industry Essentials) registration is required; Series 7 and Series 66 will be required within three months.
- FINRA registrations required within three months; State insurance licenses will be required.
