About this role
Wealth Advisor at Employer. Location: Wilmington, North Carolina, United States. Role: Manage relationships, Provide planning, Ensure compliance Requirements: Five years in wealth management; FINRA Series 7; Series 66 (or 63/65); life/health insurance licenses; Bachelor's in Finance; strong relationship skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial planning tools, Investment platforms Certifications: finra series 7, series 66, series 63/65, state life, health, disability, and variable insurances Commitment: Full Time Workplace: Onsite Languages: English