What are the responsibilities and job description for the Wealth Management Advisor position at Synectics Inc.?
Description
- We are offers individuals, families, and business owners independent financial planning and wealth management advice in a focused team environment.
- The advisory model is based on a disciplined collaborative planning process that addresses the full complexity of personal situations.
- Advisors associated with provide investment advice through various affiliations and registrations.
- Responsible for financial planning, retirement planning, investments, finance, and wealth management services on a day-to-day basis.
- Bachelor's degree in Finance, Economics, or related field
- Financial Planning and Retirement Planning skills
- Investments and Finance knowledge
- Wealth Management Services expertise
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Series 7 and 66 certifications preferred
