Financial Advisor
Wealth Enhancement Group(2 months ago)
About this role
A Financial Advisor at Wealth Enhancement in Miami provides personalized wealth management and financial planning services within a team-based advisory model. The role supports the firm’s mission of delivering tailored financial plans and investment management to help clients achieve their long-term financial goals.
Required Skills
- Financial Planning
- Client Service
- Prospecting
- Relationship Management
- Investment Analysis
- Trading
- CRM
- Compliance
- Communication
- Project Management
Qualifications
- Bachelor's Degree
- CFP
- CPA
- MBA
- Series 7
- Series 66
- Series 65
- Insurance License
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