Wealth Advisor

Responsibilities

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
• Effectively work with your team and available resources in support of our clients, executing client requests and updating information
• Actively participate in obtaining new clients in partnership with strategic relationships and community networks

Qualifications

• Bachelor’s degree required
• 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
• Series 65, CFP or CFA required