Senior Wealth Advisor

As a Senior Wealth Advisor, you will work directly with referral partners and prospective clients to develop client leads and create comprehensive wealth plans.

Requirements

• 7+ years’ experience in the financial services industry
• Bachelor’s degree in business or other related field from an accredited college or university.
• Series 65, or CFP required
• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
• Depth of experience working with high net worth or ultra-high net worth clients
• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) plus match
• Company Paid STD
• Life Insurance
• parental leave
• Unlimited PTO
• Hybrid schedule