VP, Wealth Management Advisor

Role Overview

• The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies
• This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service
• Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer
• Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
• A sound understanding of the Broker/Dealer and RIA marketplace
• Bachelor’s Degree required

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career