A fast-growing, independent wealth management group for a bank seeks an Investment Adviser Representative to join its expanding team, working directly with clients and leading financial planning conversations.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or a related field preferred
- 2–7 years of experience in financial services, wealth management, or a related field
- Series 65 or 66 license required
- Preferred: Series 7, 24, or 63 licenses
- Preferred: CFP (Certified Financial Planner) designation or CFA (Chartered Financial Analyst)
- Strong interpersonal and communication skills, with the ability to build rapport with clients
- Detail-oriented with strong follow-through and accountability
Benefits
- Competitive base salary commensurate with experience
- Performance-based bonus program tied to individual and firm results
- 401(k) with employer match
- Comprehensive insurance (health, dental, and vision)
- Paid time off
- Paid holidays
- Continuing education reimbursement and professional development support
- Licensing exam sponsorship and study materials
- Supportive team environment with regular team events