Wealth Connect Advisor

Wealth Connect Advisor provides personalized, advice-driven conversations to help clients with investable assets typically $25,000 to $250,000. Working within a team-based advisory model, Advisors collaborate to deliver a consistent client experience while maintaining individual production expectations to grow assets regionally. The role requires guiding clients through discovery, education, and tailored investment recommendations; leveraging strong interpersonal and analytical skills, and utilizing tools like Salesforce and Microsoft Office to manage multiple tasks and deadlines. A bachelor’s degree is required; FINRA licenses (Series 7 and at least Series 63/65 or Series 66) or partial licensing considerations are also noted. The position emphasizes client engagement, investment acumen development, and contributing to regional growth within a collaborative environment.