LDWM CAREER OPPORTUNITIES
Lurie Davis Wealth Management, "LDWM," Registered Investment Advisor, one of Boston's best wealth management firms for wealth management and financial planning is seeking Investment Advisor Representatives,Debt Managers, Wealth Managers and Financial Planners for Massachusetts.
The candidate will be involved in all areas of wealth management,debt Management financial planning, money Management, Investment Options, Wealth Management | Boston, MA investments and estate planning.
*Financial Services or Sales background 2 or more years
*Sell financial products and services
*Servicing and maintaining client relationships
*Written and verbal communication skills
*Conduct client review meetings
*Client service skills and resolve problems
*Attention to detail
*Develop, write and present comprehensive financial plans to clients
*Wealth management and financial planning knowledge
*Licenses and Registrations: NASD/FINRA Series 63, (65 or 66 preferred)
Life and Health Insurance licensesApply Now
LDWM is a growing wealth management firm.