Senior Wealth Advisor

OverviewThis firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.Base pay range: $150,000.00/yr - $220,000.00/yr. Flexible remote work schedule, incentivized bonuses, profit sharing, and more. Job details and compensation are discussed with the recruiter. This Jobot Job is hosted by Kevin Shilney. Salary: $150,000 - $220,000 per yearA Bit About Us: This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team provides retirement planning, estate planning, tax planning, risk management, and investment management, with a focus on building long-term client relationships.ResponsibilitiesCultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives.Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients.Support the growth of new client relationships in partnership with strategic collaborators.Dedicate to ongoing professional education and contribute to team development at every level.Provide training and mentorship to associates across the wealth advisory team.QualificationsBachelor’s degree required.10+ years of experience in financial planning, accounting, legal, or other relevant fields.Series 65, CFP, or CFA certification required.Skills and KnowledgeExtensive experience in wealth management, including fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.Proven expertise working with high-net-worth or ultra-high-net-worth clients.Proficient in financial planning and investment software, such as eMoney and MoneyGuide Pro.Exceptional interpersonal, relationship management, and communication skills.Demonstrated experience in talent development, including training and mentoring new team members.Strong organizational and time management abilities to handle multiple priorities in a high-energy setting.High attention to detail.BenefitsFirm covers 90-95% of Medical, Dental, VisionFlexible scheduleRemote workGuaranteed base salary + incentive bonuses401k match up to 3%Profit sharing optionsTravel expenses covered for any company outings or meetingsEEO Statement: Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.Other: Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with applicable law. #J-18808-Ljbffr

Created: 2025-09-17