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Senior Financial Advisor - WA Licensed

Senior Financial Advisor - WA Licensed

VirtualVocationsGreensboro, North Carolina, 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 • Greensboro, North Carolina, United States

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