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Elite Wealth Advisor - Grow Your Affluent Client Base

Retirement Resource Center, LLC., Boston, MA, United States


Retirement Resource Center, LLC. is seeking a Wealth Management Advisor in Boston, MA. The role involves identifying clients' financial goals, developing personalized financial strategies, and managing relationships with affluent clients. Candidates should have at least 5 years of experience in a consultative role, strong communication skills, and knowledge of investment solutions. Preferred qualifications include a university degree and FINRA registrations such as Series 7, Series 63, and Series 65. A Life and Health Insurance License is also required.
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