Supporting financial professionals in building wealth management businesses, the full-time Series 7 and 63 Licensed Client Strategies Specialist will gather and analyze client financial information, construct comprehensive financial plans, and partner with internal and external specialists to deliver high-quality client service remotely. Key Responsibilities Gather, organize, and analyze client financial information to create comprehensive financial plans Prepare planning modules covering various financial topics, including retirement projections and tax planning Collaborate with financial professionals to identify planning needs and develop customized financial strategies Required Qualifications Bachelor's degree in financial planning, finance, economics, business, accounting, or a related field Five years of experience in a client-facing financial planning or wealth management role CFP certification or in progress Active Series 7 and Series 63/65 or Series 66 licenses required Experience with financial planning platforms such as eMoney, RightCapital, or MoneyGuidePro
Series 7 and 63 Licensed Client Strategies Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.