What are the responsibilities and job description for the Senior Wealth Advisor position at Abelson Legal Search?
This successful, private client services firm is looking for an experienced wealth planning advisor to service their high net worth clients in a high touch culture. If you are interested in developing wealth strategies with your client relationships, able to provide sophisticated, responsive financial and asset management counseling, and you are open to developing professionally within a supportive, successful environment - then this is your next position! You will work closely with company’s investment and planning teams to provide wealth management advice to private clients with $25 mm in investable assets. You must have 7 years minimum expertise working with high net worth clients, you can demonstrate progression in those relationships, you are a self-starter, and you are excellent on follow through. The best candidate will have a balanced personality, both disciplined and inquisitive. Your experience will come from a law firm, or wealth planning company or major accounting firm. A CFP is required, an advanced tax degree, JD or other wealth planning designation is desired. This position requires moderate travel. Contact Joyce Feinstein 267 710-6727 or jfeinstein@abelsonlegalsearch.com
Salary : $25
