Associate Financial Advisor
Wealth Enhancement Group(1 month ago)
About this role
An Associate Financial Advisor at Wealth Enhancement is part of an advisory team delivering personalized financial planning and investment management to clients. Based in the Hyannis office, the role supports the firm’s Roundtable and UniFi planning processes and contributes to client-focused services within a national wealth management firm serving over 80,000 households.
Required Skills
- Financial Planning
- Client Service
- Investment Analysis
- Account Management
- Trading
- CRM
- Communication
- Analytical Skills
Qualifications
- Bachelor's Degree
- CFP (or working toward)
- CPA (or working toward)
- MBA (or working toward)
- Series 7
- Series 66
- Series 65
- Insurance Licenses
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