Job Opportunity We are seeking a skilled Wealth Advisor to provide clients with expert investment advice and services. Key Responsibilities: Develop customized financial plans for clients to achieve their long-term goals. Manage client portfolios, including stocks, bonds, ETFs, mutual funds, and option trading. Offer ongoing guidance and support to help clients navigate the financial markets. In addition to technical expertise, you will also be expected to possess excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment. Required Skills and Qualifications Bachelor's degree in a relevant field. Active FINRA Series 7 license. Active FINRA Series 66 license. At least three years of advisory experience, including creating and customizing financial plans and portfolios for clients. Five or more years of experience working directly with clients in the financial services industry. Preferred Qualifications CFP or CFA certification. Proven track record of building strong relationships with clients and delivering exceptional results. Excellent presentation and communication skills, with the ability to convey complex financial concepts in a clear and concise manner.