Wealth Solutions Specialist

We are seeking a client-focused wealth services professional to support everyday investors and prospective clients with account openings, guidance, and basic financial planning support. In this role, you will build trusted relationships through in-person and digital interactions, identify opportunities to match clients with suitable savings and investment solutions, and refer more complex needs to the appropriate internal specialists. You will serve as a key point of contact for new account setup and related documentation, helping ensure all materials are accurate, compliant, and completed within required timelines. The position also involves proactive outreach at important life or financial milestones, participation in referral activity, and ongoing support for client budgeting and planning conversations. Strong administrative discipline is important, as this role requires careful handling of forms, transfers, withdrawals, and other account-related processes. You will also work closely with colleagues across the branch and investment teams to deliver a smooth client experience and maintain a professional presence in the community. Qualifications include 3 to 5 years of progressive experience in a financial services environment and an investment licensing background, such as completion of recognized securities or investment fund coursework. Compensation is competitive and will be based on experience and qualifications.