Wealth Advisor Associate
Navis Wealth ManagementHighlight
Summary
About the Role
About You
- Bachelor’s Degree in Finance or a related field.
- Series 7 and Series 66 Licenses are required or expected to be obtained.
- Life, Accident, and Health Insurance license.
- At least three years of experience in financial services.
- Strong analytical, communication, presentation, and interpersonal skills.
- Experience with financial software such as Excel, Black Diamond, eMoney, Charles Schwab, and/or NetX360.
Benefits
- Salary range of $65k - $85k per year, with opportunity for year-end performance bonus.
- Paid Time Off.
- Health Insurance.
- Disability Insurance.
- 401(K) Plan with Employer Match.
Navis Wealth Management is an independent boutique wealth advisory practice that provides comprehensive and holistic wealth management solutions to help clients grow, preserve, and transfer wealth with confidence. The firm creates highly customized wealth management strategies and financial plans that are designed to connect all aspects of their clients’ financial lives to help them identify, prioritize, and pursue what matters most to them at every stage of their lives. Those on the Navis team take great pride in the close, personal relationships they forge with each of their clients. It is because of the strength of their relationships that they are able to provide deep insight and practical guidance to their clients — helping them navigate all of life’s pivotal moments even as their goals and priorities change.