Wealth Advisor - Brighton Beach
RG&T Solutions, New York, NY, United States
Overview
The Wealth Advisor role involves building a personalized wealth management practice by understanding clients’ goals and providing tailored financial plans. They work in a collaborative, client-focused environment, partnering with internal teams and external contacts to identify opportunities and grow client relationships.
Responsibilities
Develop strategies
Enhance partner relationships
Proactively engage clients and prospects
Deliver services such as financial planning, investment management, insurance, and estate planning
Qualifications
Active Series 7, 63, 65/66 licenses
Insurance licenses within 60 days
At least 2 years of financial advisory experience
Proven track record in business development and servicing high-net-worth clients
Compensation & Benefits
The role is commission-based, with earnings typically between $105,000 and $250,000 annually, and offers comprehensive benefits and a supportive work environment.
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The Wealth Advisor role involves building a personalized wealth management practice by understanding clients’ goals and providing tailored financial plans. They work in a collaborative, client-focused environment, partnering with internal teams and external contacts to identify opportunities and grow client relationships.
Responsibilities
Develop strategies
Enhance partner relationships
Proactively engage clients and prospects
Deliver services such as financial planning, investment management, insurance, and estate planning
Qualifications
Active Series 7, 63, 65/66 licenses
Insurance licenses within 60 days
At least 2 years of financial advisory experience
Proven track record in business development and servicing high-net-worth clients
Compensation & Benefits
The role is commission-based, with earnings typically between $105,000 and $250,000 annually, and offers comprehensive benefits and a supportive work environment.
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