Wealth Advisor - Johnston, RI

Job Description

• Develop and grow a personalized wealth management practice for individuals and families in a branch-based advisor role serving Johnston, RI.
• Conduct client and prospect outreach, build new business, manage client books, and generate partnership referrals.
• Deliver tailored financial planning, investment management, insurance, and estate planning solutions using internal specialists.
• Requires at least 2 years of Financial Advisor or equivalent financial services experience, active Series 7, 63, and 65 or 66 licenses, and active Insurance Life/Health/Variable licenses or completion within 60 days.
• Commission-based compensation historically ranging from $105,000 to $250,000 per year; 40 hours weekly, Monday–Friday branch hours; work-from-home designation also appears in the listing.