Job Title

Requires a 4-year degree; business, finance, economics preferred

Advanced designation required (CFP, CPA, MBA, etc.)

Series 7, 66 (BD/RIA)

Series 65 (RIA Only)

Insurance Licenses

4+ years of experience within the wealth management industry

Ability to source and convert prospects to clients and provide high-level planning-oriented service

Possess excellent analytical, organizational, and communication skills (both oral & written)

Ability to manage multiple projects at once