What are the responsibilities and job description for the Senior Financial Advisor - Remote position at Spark Talent HQ LLC?
About the job Senior Financial Advisor - Remote
Senior Financial Advisor
100,000 to $500,000
About the Company
This leading FinTech company is revolutionizing wealth management through innovative technology. Their software empowers financial advisors to streamline tasks and maximize efficiency, allowing them to focus on building strong client relationships.
The company boasts a seasoned team of entrepreneurs with a proven track record of success. They have over two decades of combined experience at industry giants. The company is backed by top-tier venture capital firms and a distinguished advisory board of wealth management veterans.
The Senior Wealth Advisor Role
The Senior Wealth Advisor plays a pivotal role in shaping the future of FinTech-powered wealth management. This high-impact position offers the chance to thrive in a dynamic environment, actively managing client portfolios and relationships.
The ideal candidate will :
- Cultivate new client relationships and support business development initiatives.
- Collaborate with clients to understand their financial goals and objectives.
- Provide expert advice on investment strategies, tax planning, retirement planning, and more.
- Design and monitor personalized investment portfolios.
- Partner with product development and M&A teams to inform platform enhancements.
- Contribute to advisor recruitment efforts.
Qualifications
Preferred Skills
Benefits
The company offers a comprehensive benefits package including :
Be part of the future of wealth management!
Salary : $100,000 - $500,000
