Wealth Advisor - Series 65 Licensed

Company: VirtualVocations
Location: Waterbury
Posted on: April 12, 2025

Job Description:

A company is looking for a Wealth Advisor to collaborate with clients on financial decisions and innovate product offerings.
Key Responsibilities

Collaborate with clients on important financial decisions
Partner with the technology team to innovate the product roadmap
Focus on advising and building business while minimizing back-office tasks

Required Qualifications

3-5+ years of experience advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals
Required accreditation such as Series 65, CFP, or equivalent
An entrepreneurial mindset

Keywords: VirtualVocations, Fall River , Wealth Advisor - Series 65 Licensed, Other , Waterbury, Massachusetts

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