Job description
**Wealth Management Advisor**
The Wealth Management Advisor is responsible for guiding the delivery of investment and insurance products, in addition to overseeing portfolio management and trust administration. This role involves collaborating with the team to gain insight into client objectives and developing customized investment strategies that cater to their specific requirements. Applicants should possess a bachelor’s degree or comparable experience and should have three to five years of experience in financial sales. Necessary certifications include FINRA Series 7, 63, 65, or 66 licenses, along with a relevant state insurance license.
