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An established and growing investment management firm is looking for a SR. WEALTH ADVISOR to manage a join their team and make an immediate impact bu providing hands-on oversight and business development for the region.
The ideal SR. WEALTH ADVISOR will bring 7+ years of experience in wealth management to include advisory, planning, business development and staff mentorship.
This is a hybrid role with office presence expected.
Relocation candidates encouraged to apply.
SR. WEALTH ADVISOR RESPONSIBILITIES:
- Provide Full Oversight for Regional Book of Business
- Provide White Glove Service to HNW Clientele
- Manage & Mentor Regional Advisors
- Oversee Business Development Efforts for New Business
SR. WEALTH ADVISOR REQUIREMENTS:
- 7+ Years of Wealth Management Experience to Include Advisory & Business Development
- Series 7 & 66, CFP Preferred. Bachelors required.
- Demonstrated Success in Growth Oriented Roles
- Community, Client First Mindset
SR. WEALTH ADVISOR SALARY & BENEFITS
- Excellent OTE Potential
- Great Benefits
- Supportive Company Culture
- Opportunity to Grow Regional Business
JOB ID: 170439
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John Broker