Wealth Management Advisor

M&S Wealth Management is seeking a Wealth Management Advisor to work in their rapidly growing wealth management practice. The ideal candidate will have experience in an RIA environment, a passion for investments, and excellent client service skills.

Requirements

• Bachelor’s degree in finance, economics, or related field.
• 2+ years of proven client facing experience with an RIA or similar firm.
• Series 65 licensure.
• CFP certification or eligibility with CPA or SFA background welcomed.
• Financial planning software knowledge such as MoneyGuidePro®.
• Bilingual in Spanish is a huge plus!