What are the responsibilities and job description for the Senior Wealth Advisor position at Confidential?
Senior Wealth Advisor
About the Company
Top-tier national registered investment advisor
Industry
Investment Banking
Type
Privately Held
About the Role
The Company is in search of a Senior Wealth Advisor with a CFP designation to take on the management of high-net-worth client relationships. This role is not a commissioned sales position and does not require a portable book of business. The successful candidate will be responsible for advising clients on a wide range of wealth management topics, including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. The role is pivotal in the company's succession planning and is supported by a clear path towards partnership and equity. The ideal candidate will have a strong background in wealth management, with a focus on high-net-worth individuals and families, and will be part of a team that is experiencing significant growth and has a strong support system in place.
Applicants for the Senior Wealth Advisor position at the company should hold a CFP designation and have a minimum of 7 years' of experience in wealth management. The role requires a candidate with a proven track record in managing relationships with high-net-worth clients, as well as a deep understanding of the various aspects of comprehensive wealth management. The company values a collegial culture and offers extensive support in operational, investment, financial planning, and relationship management. The role is well-suited for a professional who is adept at providing tailored advice to clients and is capable of contributing to the company's consistent growth in assets under management. A clear path towards partnership and equity is available for the right candidate, making this an excellent opportunity for a dedicated and experienced wealth advisor.
Travel Percent
Less than 10%
Functions
- Finance
