Senior Client Advisor | Investment Strategies
Wealth Enhancement Group(2 months ago)
About this role
A Senior Client Advisor — Investment Strategies at Wealth Enhancement is a senior-level investment specialist focused on strategy-only client relationships sourced through the Custodial Referral Program. The role serves as a subject matter expert on the firm’s investment solutions within a team-based, client-focused wealth management firm and is offered as a remote position.
Required Skills
- Investment Strategy
- Client Advisory
- Financial Planning
- Portfolio Management
- Asset Allocation
- Client Communication
- Salesforce
- Presentations
- Relationship Building
- CRM Systems
Qualifications
- Bachelor's Degree in Business, Finance or Economics
- FINRA Series 65
- CFP (Preferred)
- CFA (Preferred)
- CIMA (Preferred)
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