Wealth Advisor
Pearl Recruiter • Huntsville, AL, United States
2 hours ago
Job type
- Full-time
Job description
Wealth Advisor
A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with 800MM AUM. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish the RIA's purpose: helping others harness wealth to live with peace and purpose. Requirements Active licenses: SIE, Series 7, Series 66 Manage and deepen relationships with a book of 100130 households Deliver high-touch client experience Develop and present financial plans Provide investment recommendations and create portfolio allocations Benefits mentoring work with HNW/UHNW clientele upward mobility