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

• Partner with affluent clients to identify and analyze their financial goals.
• Communicate complex financial solutions effectively.
• Ensure client retention through meaningful relationships.
• Leverage a broad set of solutions for comprehensive client offerings.
• Adhere to compliance and regulatory policies.
• Act as a fiduciary prioritizing client interests.
• Utilize advanced financial planning knowledge and skills.
• Experience with financial planning software.
• Ability to travel up to 20% for client meetings.
• Work in a hybrid schedule of remote and office work.

Requirements

• Bachelor's degree in Business, Economics, Accounting, or Finance; Master’s preferred.
• 15+ years of relevant experience.
• CFP designation required; other certifications acceptable.
• Series 65 license required.
• Advanced knowledge of financial products and planning concepts.
• Superior communication and interpersonal skills.
• Sales aptitude and experience preferred.
• Strong understanding of compliance requirements.
• Collaborative mindset and positive attitude.

Benefits

• Company paid life and disability insurance.
• Multiple medical plan options.
• Health Savings Account with contributions.
• Generous paid time off and holidays.
• 401(k) retirement plan with matching.
• Paid parental leave and adoption assistance.
• Employee assistance plan.
• Pet insurance.