Upvote
Downvote
Senior Wealth Advisor
Share Job
- Suggest Revision
$150,000 a year
Full-time
- Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding JOY in the journey.
- Mitlin Financial’s Founder was named a Top Financial Advisor in 2021, 2022, and 2023 by Investopedia and is consistently featured in the media.
- Maintain all continuing education requirements of a wealth advisor plus required training elements
- Participate in community outreach, networking, and marketing activities to drive new business opportunities.
- Desire to collaborate with external stakeholders such as Estate Planning Attorneys, Accountants, and other professionals
Active Job
Updated 17 days agoSimilar Job
Relevance
Active