Senior Wealth Advisor - Remote

Overview

The Senior Wealth Advisor focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

In Short

• Partners with affluent clients to identify their financial goals.
• Communicates complex financial solutions to clients.
• Ensures client retention by building meaningful relationships.
• Leverages a broad set of solutions including tax and estate planning.
• Ensures adherence to compliance and regulatory policies.
• Acts as a fiduciary, placing client interests first.
• Requires a Bachelor's degree in a related field.
• 15+ years of job-related experience required.
• CFP designation required; other certifications may be acceptable.
• Ability to travel up to 20% for client meetings.

Requirements

• Advanced knowledge of financial products and planning concepts.
• Superior communication skills.
• Experience utilizing financial planning software.
• Sales aptitude and experience preferred.
• Strong understanding of compliance requirements.

Benefits

• Company Paid Basic Life & AD&D Insurance.
• Short-Term and Long-Term Disability Insurance.
• Health Savings Account with company contributions.
• Generous paid time off program.
• 401(k) Retirement Plan with matching.