Senior Wealth Strategy Associate - Davie

Only for registered members Davie, United States

2 weeks ago

Default job background
$85,000 - $115,000 (USD)

Job summary

We're seeking a Senior Wealth Strategy Associate to assist financial advisors in client conversations and develop customized asset allocation strategies. The ideal candidate has Series 7 and 66 licenses, at least 5 years of experience in client service within the finance sector, and excellent communication skills.

Responsibilities

  • Assist financial advisors in client conversations.
  • Demonstrate a deep understanding of financial markets.
  • Develop customized asset allocation strategies.

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