State Licensed Wealth Advisor

Job Summary

A company is looking for a Financial Wealth Advisor (Advisory Team).

Key Responsibilities

• Manage and grow a book of business through comprehensive wealth management services
• Transition existing client relationships onto the company's platform for a seamless onboarding experience
• Prospect for new clients via referrals, community engagement, and professional networks

Required Qualifications

• Minimum $10-15M AUM book of business with transferable client relationships
• Series 65 or 66 license required
• Demonstrated track record of proactive business development
• History of strong client retention and organic book growth
• Collaborative working style with a long-term orientation toward practice ownership