Senior Wealth Advisor

Flexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more!

This Jobot Job is hosted by : Kevin Shilney

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $150,000 - $220,000 per year

A bit about us :

This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.

We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.

Why join us?

• Firm covers 90-95% of Medical Dental Vision
• Flexible schedule
• Remote work
• Guaranteed base salary + incentive bonuses
• 401k match up to 3%
• Profit sharing options
• Travel expenses covered for any company outings or meetings

Job Details

Responsibilities

Qualifications

Skills and Knowledge

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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