Senior Wealth Advisor

Min 10 yrs required

Full-time

No

Senior Wealth Advisor
Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing and strengthening client relationships. Develop niche expertise in certain business segments and serve as a resource to the firm in that area.

Submit resumes with cover letter.

Qualification and Experience Qualifications: Professional designations: CFP®, CFA or CPA. A Bachelor’s degree required; MBA or J.D. degree preferred. 10 years of complex financial planning and investment experience. Expertise in managing the financial needs of high net worth clients. $150M client book, with minimum of $3M client average assets under management. Expert technical knowledge in their area of specialization. Strong communication and interpersonal skills. Entrepreneurial minded and self-sufficient. Ability to work and thrive in a collaborative professional team environment. Ability to partner with client’s other advisors (attorney, accountant); highly respected by external professional advisor community.

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