Offer summary
Qualifications:
Proven track record of successfully acquiring new wealth management relationships, Current expertise in investment products and personal finance, ability to provide advice empathetically and confidently with a focus on the client's needs, Previous client base and Series 65 or equivalent certification preferred, bonus points for CFA or CFP certification.
Key responsabilities:
- Convert prospects into clients who are enthusiastic about Farther
- Source and manage prospects using innovative tools, conduct varied outreach activities, and develop strong client relationships
- Provide strategic wealth management guidance to assist clients in achieving their financial and personal objectives