Job Summary
The role entails delivering detailed financial advice to military families, focusing on wealth management that encompasses accumulation, preservation, and legacy planning. Alongside this, you will be responsible for enhancing your independent financial practice by nurturing enduring relationships with clients and encouraging referrals within the military community.
Responsibilities
- Provide expert financial guidance to military households regarding wealth management.
- Assist clients in accumulating, preserving, and planning their financial legacies.
- Cultivate and grow a strong independent financial practice through client relationship management.
- Generate referrals and build rapport within the military community.
Qualifications
- Minimum of 5 years of experience in the financial services sector.
- Possession of Series 7 and 66 licenses (or Series 6, 63, and 65) and Life & Health licenses.
- Preferred professional designations include CFP, ChFC, or RICP.
- Military experience or connection is highly valued.
