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- Tasks: Help clients with financial planning, investments, and wealth management services.
- Company: Join Polley Wealth Management, a leading firm in Orlando, FL, dedicated to financial well-being.
- Benefits: Enjoy a full-time role with opportunities for growth and entrepreneurial freedom.
- Why this job: Launch your career in private wealth management with top-notch support and resources.
- Qualifications: Must have Series 65, 66, CFP or CFA; strong analytical and communication skills required.
- Other info: This is a fee revenue advisor position, perfect for those eager to grow their practice.
The predicted salary is between 28800 - 48000 £ per year.
Polley Wealth Management is a top private wealth management firm based in Orlando, FL. Our team of seasoned professionals caters to busy executives, professionals, business owners, and their families, offering customized wealth management strategies. We take a holistic approach to financial well-being, focusing on best-in-class investment management, tax optimization, estate planning, risk management, and philanthropic initiatives to address the entire financial landscape.
This is a full-time business opportunity for an Associate Wealth Management Advisor. The Associate Wealth Management Advisor will be responsible for financial planning, retirement planning, investments, and wealth management services, sourcing new clients, and growing a practice. This role is located in Orlando, FL, and all applicants must currently be located in this area.
This is an opportunity to launch your private wealth management career with the top independent advisor offering in the industry. We have everything to deliver your clients the best wealth management services and allow you to grow your practice as big as you desire. Must be entrepreneurial minded.
Qualifications- Active Series 65, 66, CFP or CFA
- Personal Financial Planning and Retirement Planning skills
- Experience in Investment Management and Portfolio Construction
- Knowledge of Wealth Management Services
- Strong analytical and problem-solving abilities
- Excellent interpersonal and communication skills
- Ability to work independently and proactively grow a practice
*This is a fee revenue advisor position.
Associate Wealth Management Advisor employer: Nichols College
Contact Detail:
Nichols College Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Management Advisor
✨Tip Number 1
Network with professionals in the wealth management industry. Attend local finance seminars or workshops in Orlando to meet potential mentors and colleagues who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and investment strategies. This knowledge will not only help you during interviews but also demonstrate your commitment to staying informed in a rapidly changing field.
✨Tip Number 3
Consider reaching out to current or former employees of Polley Wealth Management on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach.
✨Tip Number 4
Prepare for potential role-play scenarios during interviews, where you may need to demonstrate your client interaction skills. Practising these scenarios with friends or mentors can boost your confidence and performance.
We think you need these skills to ace Associate Wealth Management Advisor
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and qualifications required for the Associate Wealth Management Advisor position. Tailor your application to highlight how your skills and experiences align with these requirements.
Highlight Relevant Qualifications: Make sure to emphasise any relevant qualifications such as your Series 65, 66, CFP, or CFA certifications. Clearly outline your experience in financial planning, investment management, and portfolio construction in your CV and cover letter.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your entrepreneurial mindset and your passion for wealth management. Use specific examples from your past experiences to demonstrate your analytical skills and ability to grow a practice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the wealth management industry.
How to prepare for a job interview at Nichols College
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning, retirement strategies, and investment management. Be prepared to discuss specific examples from your experience that demonstrate your expertise in these areas.
✨Demonstrate Your Entrepreneurial Spirit
Since the role requires an entrepreneurial mindset, think of ways you've previously sourced clients or grown a practice. Share these experiences during the interview to highlight your proactive approach and ability to drive results.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and analytical skills. Prepare for scenarios where you might need to devise a wealth management strategy for a hypothetical client, showcasing your critical thinking and creativity.
✨Emphasise Interpersonal Skills
As this role involves working closely with clients, it's crucial to convey your excellent communication and interpersonal skills. Share anecdotes that illustrate how you've successfully built relationships and managed client expectations in the past.
