Job Details

A company is looking for a Lead Wealth Advisor to manage escalated customer situations and ensure quality in the Wealth Advisory Team environment.Key ResponsibilitiesDevelop and share systems and tactical expertise for advisorsMonitor associate phone calls and recommendations for quality assuranceCoach and mentor new employees while addressing customer account inquiriesRequired QualificationsFINRA Series 7, 24, 63 and 65 (or 66) requiredFINRA fingerprinting requiredBachelor's degree or equivalent education and work experience2+ years of relevant industry experience and leadershipIn-depth understanding of retail investment vehicles and qualified retirement plans