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Benefits offered by this job
Comprehensive healthcare
Paid family leave
Tuition reimbursement
401K plan with company match
Job summary
A leading company in wealth management is seeking a Wealth Management & Investment Advisor to cultivate client relationships and provide comprehensive financial management. The ideal candidate will have a strong background in sales within the investment services industry and hold necessary licenses. Responsibilities include managing client portfolios, providing financial advice, and representing the firm in community activities.
Qualifications
Minimum 4 years sales experience in the wealth management and investment services industry.
Must possess FINRA Series 7 and Series 66 and Life & Health licenses.
Responsibilities
Manage a client book of business, offering appropriate services and solutions.
Represent First Mid in community activities and business development.
Provide ongoing guidance and monitoring to develop long-lasting client relationships.
Skills
Communication
Sales
Client Relationship Management
Financial Planning
Education
Bachelor’s degree
Master’s degree or related professional certification
Tools
Microsoft Office Suite
MoneyGuidePro
Job description
A leading company in wealth management is seeking a Wealth Management & Investment Advisor to cultivate client relationships and provide comprehensive financial management. The ideal candidate will have a strong background in sales within the investment services industry and hold necessary licenses. Responsibilities include managing client portfolios, providing financial advice, and representing the firm in community activities.