Private Client Advisor: Wealth Planning & Growth

Aumni; Marlborough (MA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Aumni seeks a Private Client Advisor in Marlborough, MA to provide personalized financial planning and investment solutions to clients of varying wealth. This role calls for a dedication to client education and support, coupled with strong interpersonal skills and a passion for helping clients achieve their financial goals.

Ideal candidates will have at least 2 years of experience in a Financial Advisor role, with necessary licenses including Series 7 and 66. Competitive compensation and a diverse work environment await successful applicants.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized solutions.
• Support teammates’ success and foster diversity.
• Educate clients on digital solutions for their investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Aumni seeks a Private Client Advisor in Marlborough, MA to provide personalized financial planning and investment solutions to clients of varying wealth. This role calls for a dedication to client education and support, coupled with strong interpersonal skills and a passion for helping clients achieve their financial goals.

Ideal candidates will have at least 2 years of experience in a Financial Advisor role, with necessary licenses including Series 7 and 66. Competitive compensation and a diverse work environment await successful applicants.