Senior Wealth Advisor - State Licensed

Job Summary

A company is looking for a Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage).

Key Responsibilities

• Serve as the lead advisor within a dedicated client team, collaborating with colleagues to build lasting relationships
• Deliver a first-class client experience through proactive, personalized financial planning and investment education
• Guide clients in implementing portfolio solutions aligned with their goals and coordinate with the advisory team for effective client service

Required Qualifications

• Bachelor's Degree in Business or related discipline or equivalent experience
• 4+ years of experience in financial services and client experience
• FINRA Series 7, 63, and 65 registrations required
• Advanced knowledge of wealth management strategies and financial planning
• CFP certification preferred