Senior Wealth Advisor

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  Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs

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  Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals

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  Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios

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  Participate in building new client relationships in collaboration with strategic partners

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  Commitment to advanced continuing education and team development at all levels

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  Train and mentor associates across the wealth advisory team

• Bachelor’s degree required

• 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

• Series 65, CFP or CFA required

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

• Depth of experience working with high net worth or ultra-high net worth clients

• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)

• Highly effective interpersonal, relationship management, and communication skills

• Demonstrated talent development experience, as well as training and mentoring new staff

• Excellent organizational and time management skills in a high energy environment to manage multiple priorities

• Strong attention to detail

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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