Associate Financial Advisor
Wealth Enhancement Group(1 month ago)
About this role
An Associate Financial Advisor at Wealth Enhancement supports senior advisors in delivering personalized financial planning and investment management to the firm’s clients. The role operates within a team-based advisory model across the firm’s nationwide offices and contributes to client retention and growth. It emphasizes professional development and involvement in firm trainings and community engagement.
Required Skills
- Client Service
- Financial Planning
- Investment Analysis
- CRM
- Trade Execution
- Meeting Support
- Client Reviews
- Communication
- Organization
- Time Management
Qualifications
- Bachelor's Degree
- Series 7
- Series 66
- Series 65
- Insurance License (Preferred)
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