Wealth Management Advisor - Westminster Main
Core
Investment planning and insurance products lead responsible for portfolio management, trust administration, and constructing goals-based investment portfolios for clients.
Role type
Wealth Management Advisor (IC)
Builds
Tailored investment management and insurance services
Domain
Wealth Management / Financial Services
Required skills
FINRA Series 7, 63, 65, 66 licenses, state insurance license, financial sales experience, portfolio construction, trust administration, investment advisory
Preferred skills
Financial planning (goals-based, asset allocation, retirement, education funding), securities industry knowledge, private banking products, relationship management, new business development, analytical problem-solving
Technologies
Desktop planning tools
Responsibilities
Facilitate delivery of strategies including portfolio management and trust administration, partner with team to assist clients by understanding unique goals, advise clients using open architecture or Asset Management Group, deliver economic and market views and investment strategy, construct appropriate goals-based investment portfolios
Seniority
Mid-level, hands-on IC