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State Licensed 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 advise on financial planning and investment strategies
- Collaborate with product development and M&A teams to enhance the advisor technology platform
Required Qualifications
- 10+ years of investment advisory experience
- An existing client book of business that is actively advised
- Certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
- Interest in working within the Fintech industry
- Ability to thrive in a fast-paced environment with multiple deadlines
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COMPLETE JOB DESCRIPTION
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Company Overview
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