You haven't searched anything yet.
Associate Personal Wealth Advisor – $40,000-$65,000 Benefits– Fleming Island, FL (Office based)
The Role
Do you possess at least one years’ experience in the financial services industry, coupled with a Series 65 or 66 license? Are you ready to leverage your knowledge of investment solutions and financial planning strategies to deliver an exceptional service to clients? If so, we have an exciting opportunity for you.
We are a well-established and highly regarded wealth advisory group, looking to appoint an Associate Personal Wealth Advisor to our growing team.
You will be responsible for a diverse range of tasks, from client data collection to financial analysis and client communication. This position offers an exciting opportunity for career growth, with potential advancement tracks leading to roles such as Wealth Advisor, Business Development, or operational leadership within our firm.
If you're ready to apply your skills and expertise to help us deliver exceptional service, we want to hear from you.
Key Responsibilities:
The Company
Founded in 1993, Camarda Wealth has been advising successful families and managing their investment portfolios for many, many years. Firm Chairman Jeff Camarda has been repeatedly named by Barron’s as “one of the best financial advisors in America,”* one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades.
The Benefits
The Person
#ecruit
15Full Time
$61k-79k (estimate)
04/05/2024
05/03/2024
tryecruit.com
New York, NY
<25