Senior Wealth Advisor

Qualifications

• Established book of business
• FINRA Series 7 and Series 66 (or Series 63 & 65) licenses
• Proven success developing, managing, and retaining client relationships
• Entrepreneurial mindset with a commitment to delivering exceptional client service

Compensation

Expected total compensation $200,000 - $1 million+, based upon the size and portability of your existing book of business, with additional transition and performance incentives.