Wealth Advisor — Flexible, Autonomous Practice (Remote/Hybrid)

Ivy Way Placements; Stamford (CT); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

Freedom to work fully remote or in-office

Business growth support through referrals

Access to advanced tech tools

Job summary

A leading financial services firm is seeking an experienced Wealth Advisor to join their team. This position offers the flexibility to work remotely or in an office, ideal for those established in the industry with a book of business. As a Wealth Advisor, you will provide tailored financial strategies to clients, leveraging advanced technology and business growth support. The ideal candidate should possess strong communication skills, a proven track record in wealth management, and the necessary qualifications, including Series 7 and 66 licenses.

Qualifications

• Active Series 7 and 66 (or Series 63 & 65) licenses required.
• Active Life and Health Insurance License necessary.
• Minimum of 3 years in wealth management or investment advising.

Responsibilities

• Provide personalized financial advice to clients.
• Maintain and grow a personal book of business independently.
• Utilize an open-architecture platform to offer tailored products.

Skills

Strong communication skills

Client relationship management

Financial planning

Tools

CRM and portfolio management tools

Job description

A leading financial services firm is seeking an experienced Wealth Advisor to join their team. This position offers the flexibility to work remotely or in an office, ideal for those established in the industry with a book of business. As a Wealth Advisor, you will provide tailored financial strategies to clients, leveraging advanced technology and business growth support. The ideal candidate should possess strong communication skills, a proven track record in wealth management, and the necessary qualifications, including Series 7 and 66 licenses.