Senior Financial Advisor - WA LicensedVirtualVocations • Worcester, Massachusetts, United States
Senior Financial Advisor - WA Licensed
VirtualVocations • Worcester, Massachusetts, United States
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A company is looking for a Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage.
Key Responsibilities
Provide high-level service to clients, focusing on asset retention and growth through proactive communication and education
Manage client relationships through phone and email, acting as a liaison between clients and internal departments
Deliver holistic financial planning on various subjects, coordinating with operational teams and potentially assisting in training new hires
Required Qualifications
FINRA Series 7, 63, and 65 registrations required
Bachelor's Degree or higher in business, finance, or a related field
High-level knowledge of current investment products and industry services
Proven track record in relationship management and customer satisfaction
Exceptional operational and organizational skills
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Financial Advisor • Worcester, Massachusetts, United States
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