Orlando-Based Wealth Advisor – Holistic Planning & Growth

Sequoia Financial Group; Tampa (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial services company is seeking a motivated Wealth Advisor to manage client engagements and deliver exceptional financial planning and investment services. This role requires strong expertise in financial management and communication skills. Candidates must have a bachelor's degree in a related field and significant experience as an investment advisor. This position is located in the Town of Florida, New York.

Qualifications

• 5 consecutive years as IAR with Series 65 or a Series 7 and Series 66 combination.
• Registered representative (IAR) of the firm for at least 2 years.
• Technical knowledge of comprehensive financial planning.

Responsibilities

• Manage the day-to-day aspects of client engagements.
• Identify and recommend appropriate financial and estate planning advice.
• Proactively maintain client relationships.

Skills

Client relationship management

Financial planning

Communication skills

Organization

Education

Bachelor’s degree in Economics, Finance or related field

Tools

Salesforce

Microsoft Office suite

Job description

A financial services company is seeking a motivated Wealth Advisor to manage client engagements and deliver exceptional financial planning and investment services. This role requires strong expertise in financial management and communication skills. Candidates must have a bachelor's degree in a related field and significant experience as an investment advisor. This position is located in the Town of Florida, New York.