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Senior Financial Advisor
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$150 - $200
Full-time
- We are seeking an experienced Senior Family Wealth Advisor to join our firm.
- This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
- Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving
- Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA
- CERTIFIED FINANCIAL PLANNER , CFA , CIMA or other relevant designation
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