Senior Client Advisor | Investment Strategies
Wealth Enhancement Group(2 months ago)
About this role
Senior Client Advisor at Wealth Enhancement is a remote, California-based role focused on managing strategy-only client relationships referred through the Custodial Referral Program. The advisor leverages deep investment management expertise to deliver personalized investment solutions and support business growth. The position emphasizes converting strategy-only clients into full wealth management relationships and generating referrals.
Required Skills
- Investment Strategy
- Financial Planning
- Client Service
- Relationship Management
- Portfolio Construction
- Asset Allocation
- Salesforce
- CRM
- Presentation Skills
- eMoney
Qualifications
- Bachelor's Degree
- FINRA Series 65
- CFP (preferred)
- CFA (preferred)
- CIMA (preferred)
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