1834 Wealth Advisor III

Responsibilities

This position may be filled at a different level depending on the candidate’s qualifications and relevant experience. Factors may include but are not limited to previous experience, depth and breadth of previous or current institution size.

Salary Range

• The salary range for this position is $77,900 - $199,000 per year.
• Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Qualifications And Education Requirements

• Bachelor’s degree in finance, Business, or related field
• 3 years of retail or institutional wealth/investment experience required.
• Must possess strong relationship building skills including verbal and written communication skills.
• Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals.
• Must possess excellent sales and closing skills.
• CFP, MBA, or Professional designation(s) preferred.
• Ability to build and develop a robust sales pipeline.