Private Client Advisor: Wealth Planning & Growth

Aumni; Springfield (MA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Aumni seeks a Private Client Advisor to provide comprehensive financial planning and advice for clients. You will be responsible for building client relationships and delivering personalized investment solutions, focusing on both novice and high-net-worth individuals.

The ideal candidate will have at least 2 years of experience in financial advisory roles and relevant certifications such as Series 7 and Series 66. Comprehensive health benefits and a competitive salary package are included.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Aumni seeks a Private Client Advisor to provide comprehensive financial planning and advice for clients. You will be responsible for building client relationships and delivering personalized investment solutions, focusing on both novice and high-net-worth individuals.

The ideal candidate will have at least 2 years of experience in financial advisory roles and relevant certifications such as Series 7 and Series 66. Comprehensive health benefits and a competitive salary package are included.