What are the responsibilities and job description for the Wealth Advisor - Danvers/Gloucester, MA position at RG&T Solutions?
The Wealth Advisor role involves building personalized wealth management strategies by understanding clients' short- and long-term goals through thorough discovery.
They work collaboratively in a branch environment, focusing on client interests and team growth, while developing and maintaining strong relationships with key partners to generate new opportunities.
Primary duties include expanding a high-quality practice, proactively engaging clients and prospects, and leveraging internal specialists in financial planning, investment management, insurance, and estate planning.
Qualifications include active Series 7, 63, 65 (or 66) licenses, relevant insurance licenses within 60 days, at least 2 years in a financial advisory role, and experience with high-net-worth clients. A bachelor’s degree is preferred.
This commission-based position offers earning potential between $105,000 and $250,000 annually, with comprehensive benefits and a supportive work environment. Hours are 40 per week, Monday through Friday.
They work collaboratively in a branch environment, focusing on client interests and team growth, while developing and maintaining strong relationships with key partners to generate new opportunities.
Primary duties include expanding a high-quality practice, proactively engaging clients and prospects, and leveraging internal specialists in financial planning, investment management, insurance, and estate planning.
Qualifications include active Series 7, 63, 65 (or 66) licenses, relevant insurance licenses within 60 days, at least 2 years in a financial advisory role, and experience with high-net-worth clients. A bachelor’s degree is preferred.
This commission-based position offers earning potential between $105,000 and $250,000 annually, with comprehensive benefits and a supportive work environment. Hours are 40 per week, Monday through Friday.
Salary : $105,000 - $250,000