Wealth Advisor

Acquires new clients and assets, provides education on investment concepts, and develops financial planning and investment needs of clients and prospects.

Requirements

• Bachelor's degree required
• Three to five years related experience and/or training required
• Above average verbal and written communication skills
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Ability to write reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
• Ability to apply concepts of basic algebra and geometry
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to interpret a variety of instructions in written, mathematical or diagram form and deal with several abstract and concrete variables