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State Licensed 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 advise on financial planning and investment strategies Collaborate with product development and M&A teams to enhance the advisor technology platform Required Qualifications 10+ years of investment advisory experience An existing client book of business that is actively advised Certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Interest in working within the Fintech industry Ability to thrive in a fast-paced environment with multiple deadlines
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 advise on financial planning and investment strategies
Collaborate with product development and M&A teams to enhance the advisor technology platform
Required Qualifications
10+ years of investment advisory experience
An existing client book of business that is actively advised
Certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
Interest in working within the Fintech industry
Ability to thrive in a fast-paced environment with multiple deadlines
