Confidential
Senior Wealth Advisor
About the Company
Respected wealth advisory firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Senior Wealth Advisor to join their dynamic team. The successful candidate will be responsible for developing and nurturing client relationships, with a focus on providing comprehensive financial planning and asset management. This role is pivotal in the firm's forward-thinking culture, which is dedicated to challenging the status quo and embracing new ideas. The Senior Wealth Advisor will work in an ensemble practice, taking a collaborative approach to business development and client service, and will have the opportunity to make a significant impact through high-touch relationship management and financial planning expertise.
Applicants must have a CFP certification, a minimum of 10 years' of wealth management experience, and at least 5 years' of experience as a lead advisor. The ideal candidate will be passionate about their work, with a strong commitment to teamwork, and a desire for personal and professional growth. The company has a proven track record of talent retention and development, with a clear path towards partnership and equity for the right individual. This is an exciting opportunity for a seasoned professional to join a boutique wealth advisory firm and play a key role in the continued success of the business.
Travel Percent Less than 10%
Functions
Finance
About the Company
Respected wealth advisory firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Senior Wealth Advisor to join their dynamic team. The successful candidate will be responsible for developing and nurturing client relationships, with a focus on providing comprehensive financial planning and asset management. This role is pivotal in the firm's forward-thinking culture, which is dedicated to challenging the status quo and embracing new ideas. The Senior Wealth Advisor will work in an ensemble practice, taking a collaborative approach to business development and client service, and will have the opportunity to make a significant impact through high-touch relationship management and financial planning expertise.
Applicants must have a CFP certification, a minimum of 10 years' of wealth management experience, and at least 5 years' of experience as a lead advisor. The ideal candidate will be passionate about their work, with a strong commitment to teamwork, and a desire for personal and professional growth. The company has a proven track record of talent retention and development, with a clear path towards partnership and equity for the right individual. This is an exciting opportunity for a seasoned professional to join a boutique wealth advisory firm and play a key role in the continued success of the business.
Travel Percent Less than 10%
Functions
Finance