Quality Talent Group
Overview
Our client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions. Role
Wealth Advisor (Hybrid) - Full Time Why join this team?
Competitive pay with a base salary range of $63,000 – $108,000 annually Eligibility for incentive-based compensation programs Innovative, collaborative workplace with strong work-life balance Ongoing professional development, training, and growth opportunities Inclusive culture committed to diversity and community engagement Requirements
Bachelor’s degree 2+ years of experience in financial planning, accounting, legal, or related professional services Series 65 or CFP required What you’ll do
Collaborate with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients Prepare customized financial plans and portfolios through research and solution analysis Support client needs by executing requests, updating records, and following up on open items Help retain and grow meaningful client relationships through ongoing support and engagement Partner with the team during the sales process to develop new client relationships Build proficiency in investment and financial planning software tools Apply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.
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Our client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions. Role
Wealth Advisor (Hybrid) - Full Time Why join this team?
Competitive pay with a base salary range of $63,000 – $108,000 annually Eligibility for incentive-based compensation programs Innovative, collaborative workplace with strong work-life balance Ongoing professional development, training, and growth opportunities Inclusive culture committed to diversity and community engagement Requirements
Bachelor’s degree 2+ years of experience in financial planning, accounting, legal, or related professional services Series 65 or CFP required What you’ll do
Collaborate with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients Prepare customized financial plans and portfolios through research and solution analysis Support client needs by executing requests, updating records, and following up on open items Help retain and grow meaningful client relationships through ongoing support and engagement Partner with the team during the sales process to develop new client relationships Build proficiency in investment and financial planning software tools Apply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.
#J-18808-Ljbffr