Lurie Davis Wealth Management LLC, "LDWM LLC" Registered Investment Advisor, one of Boston's best firms for wealth management and financial planning, is seeking Investment Advisor Representatives, Debt Managers, Wealth Managers and Financial Planners for Massachusetts, New York and Illinois.

The candidate will be involved in all areas of wealth management, debt Management financial planning, money Management, Investment Options and Wealth Management. Remote positions are available.

Position Requirements:

  • Bachelor’s Degree
  • 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)

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