State Licensed Senior Wealth Advisor

Job Summary

A company is looking for a Senior Wealth Advisor.

Key Responsibilities

• Develop and manage high net worth client relationships and portfolios
• Gather and analyze client data to define financial planning and investment needs
• Advise on investment strategies, tax planning, retirement planning, and other financial matters

Required Qualifications

• 5-15+ years of investment advisory experience
• Existing client book of business with a minimum of $25M in fee-based AUM
• BS or MS in an analytical or technical degree
• Experience working with clients whose assets exceed $1 million
• Certified to work as an Investment Adviser Representative (Series 65, 66, or equivalent)