What are the responsibilities and job description for the Wealth Advisor - Williamsburg - Brooklyn, NY position at RG&T Solutions?
The Wealth Advisor role involves developing personalized wealth management strategies for clients by conducting thorough assessments of their financial goals.
They work collaboratively in a branch-based environment, building and maintaining relationships with key partners and clients to generate new business and grow existing accounts.
The position requires proactive outreach, tailored financial planning, and leveraging internal specialists in areas like investment management, insurance, and estate planning.
Qualifications include active Series 7, 63, and 65 licenses, with experience in financial advisory roles, especially working with high-net-worth individuals. A bachelor's degree is preferred.
This commission-based role offers earning potential between $105,000 and $250,000 annually, along with comprehensive benefits, flexible hours, and a supportive, inclusive workplace culture.
Candidates must pass a background check to be considered.
They work collaboratively in a branch-based environment, building and maintaining relationships with key partners and clients to generate new business and grow existing accounts.
The position requires proactive outreach, tailored financial planning, and leveraging internal specialists in areas like investment management, insurance, and estate planning.
Qualifications include active Series 7, 63, and 65 licenses, with experience in financial advisory roles, especially working with high-net-worth individuals. A bachelor's degree is preferred.
This commission-based role offers earning potential between $105,000 and $250,000 annually, along with comprehensive benefits, flexible hours, and a supportive, inclusive workplace culture.
Candidates must pass a background check to be considered.
Salary : $105,000 - $250,000