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Wealth Advisor III
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$225,000 - $275,000 a year
Full-time
- Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals.
- FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses.
- 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
- Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
- CFP preferred or CTFA, CFA, CPA, JD or MBA
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