What are the responsibilities and job description for the Sr. Wealth Advisor position at Elevation Wealth Management?
Company Description
Elevation Wealth Management is a rapidly growing Wealth Management & Retirement Planning Practice located in the Kansas City Metro, dedicated to helping clients strive to reach their financial goals.
Role Description
This is a full-time role located in Leawood, KS, with the flexibility to work from home, or in the office. The Sr. Wealth Advisor will be responsible for providing financial planning, retirement planning, investment strategies, finance recommendations, and wealth management services to clients.
We are looking to add experience to our team, and bring on a licensed advisor with 10 years of industry experience. Ideally the advisor would have an existing book of business, that could step in and help us continue to grow the business. And in return would receive on-going support, updated technology, and a guaranteed succession plan.
If you are a solo advisor in your 50's or 60's, that is looking for continuity in your existing practice, we are here to help you!
Qualifications
- Financial Planning, Retirement Planning, and Investment skills
- 10 years in Finance and Wealth Management Services
- Series 7 & 65 preferred
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to develop and maintain existing client relationships
Salary : $1,000 - $200,000