Job TitleRequires a 4-year degree; business, finance, economics preferredAdvanced designation required (CFP, CPA, MBA, etc.)Series 7, 66 (BD/RIA)Series 65 (RIA Only)Insurance Licenses4+ years of experience within the wealth management industryAbility to source and convert prospects to clients and provide high-level planning-oriented servicePossess excellent analytical, organizational, and communication skills (both oral & written)Ability to manage multiple projects at once