What are the responsibilities and job description for the Senior Wealth Advisor position at JFC Staffing?
Are you an experienced wealth advisor looking for a new opportunity to grow your career and make a lasting impact? Join a well-established, family-oriented firm as a Senior Wealth Advisor, where you'll have the chance to manage a strong client base and work closely with the leadership team. This is a salaried position with potential for additional compensation based on client growth. Whether you are earlier in your career and eager to take on more responsibility or an experienced advisor looking to manage existing clients, this role offers significant growth potential, mentorship, and a chance to shape your future in the industry.
Requirements :
- 7 years of experience in wealth management or financial advisory roles
- Series 65 required, CFP designation strongly preferred; CPA a plus
- Strong background in financial planning, retirement planning, investment management, and client relationship management
- A genuine passion for helping clients achieve their financial goals and a long-term, relationship-focused approach to advising
- Ability to work independently and as part of a team in a collaborative, family-friendly environment
- development
Perks & Benefits :
Duties & Responsibilities :
If you're looking for an opportunity to join a team that values long-term relationships, client care, and work-life balance, we encourage you to apply for the Senior Wealth Advisor position today. Take the next step in your career and become part of a firm that's dedicated to both your professional growth and your clients' financial well-being.
Salary : $100,000 - $120,000
