State Licensed Senior Wealth Advisor

Job Summary

A company is looking for a Senior Wealth Advisor.

Key Responsibilities

• Develop new client relationships and support business development efforts
• Gather and analyze client data to define financial planning and investment needs
• Advise on investment strategy, tax planning, and implement investment portfolios

Required Qualifications

• 10+ years of investment advisory experience
• An existing client book of business
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Excited to work in the Fintech industry
• Ability to thrive in a demanding, fast-paced environment