Wealth Advisor - Johnston, RI
$105,000–$105,000 year
On-siteJohnston, Rhode Island, United States
Job Summary
Develop a high-quality wealth management practice by conducting thorough discoveries to understand client short- and long-term goals, then constructing tailored financial plans. Enhance relationships with key partners to boost client introductions and engagement while utilizing internal stakeholders for financial planning, investment management, insurance, and estate planning services. Proactively reach out to prospects and grow existing relationships through partnership referrals to uncover prospective opportunities. Requires Series 7, 63, 65 licenses and 2 years in a financial advisor role. Commissioned based with historical earnings between $105,000 and $250,000 annually.
Required Qualifications
- Series 7, 63, 65 (or 66) active and valid
- A valid, active Insurance Life/Health/Variable licenses
- A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services
- Demonstrated track record in new business development and client book management
- Proven experience in a team-oriented consumer bank setting
- Familiarity with servicing high-net-worth individuals
- Comfortable operating in a dynamic, entrepreneurial environment
Desired Qualifications
- Bachelor's degree
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.