Financial Advisor
Wealth Enhancement Group(1 month ago)
About this role
The Financial Advisor partners with a lead advisor and team to deliver personalized financial plans and investment advice that help clients achieve their financial goals. The role focuses on building and maintaining client relationships within a planning-based, team-driven wealth management practice.
Required Skills
- Financial Planning
- Client Service
- Relationship Management
- Prospecting
- Lead Conversion
- Mentoring
- Investment Management
- Communication
- Analytical Skills
- Compliance
+2 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 66
- Series 65
- CFP (Preferred)
About Wealth Enhancement Group
wealthenhancement.comN/A
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