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State Licensed Senior Wealth Advisor
A company is looking for a Senior Wealth Advisor. Key Responsibilities Develop new client relationships and support business development efforts Gather and analyze client data to define financial planning and investment needs Advise on investment strategy, tax planning, and implement investment portfolios Required Qualifications 10+ years of investment advisory experience An existing client book of business Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Excited to work in the Fintech industry Ability to thrive in a demanding, fast-paced environment
A company is looking for a Senior Wealth Advisor.
Key Responsibilities
Develop new client relationships and support business development efforts
Gather and analyze client data to define financial planning and investment needs
Advise on investment strategy, tax planning, and implement investment portfolios
Required Qualifications
10+ years of investment advisory experience
An existing client book of business
Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
Excited to work in the Fintech industry
Ability to thrive in a demanding, fast-paced environment
