Sr. Wealth Advisor

The Private Wealth Management team serves to manage, protect and grow client wealth through team-based advice and holistic financial plans.

Requirements

• Bachelor's degree in a relevant field
• 5+ years of applicable experience in Financial Services
• Series 65 registration within 120 days of employment
• Systems thinking and complex problem solving skills
• Highly organized with effective multitasking
• Great communication and presentation skills
• Wealth advisor sales skills with acumen to close new business
• Knowledge of client service, advice delivery and operational best practices
• Investment, tax, estate planning and transfer of wealth strategies knowledge
• Proficiency in eMoney client portal and financial planning software

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company-sponsored benefit plan
• Medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Associate banking benefits