GENERAL JOB DESCRIPTION
We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.
MAJOR DUTIES AND RESPONSIBILITIES
The job skills required for Wealth Advisor include Planning, Accounting, Wealth Management, Estate Planning, Investment Management, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Advisor positions, which can be used as a reference in future career path planning. As a Wealth Advisor, it can be promoted into senior positions as a Trust Officer II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Advisor. You can explore the career advancement for a Wealth Advisor below and select your interested title to get hiring information.