Job Summary

• The role serves as a lead advisor for high-net-worth clients, focusing on retaining and growing assets through proactive, tailored financial advice.
• Candidates must possess a FINRA Series 65 license and have over 10 years of relevant experience in financial services with direct client contact.
• The company offers a comprehensive benefits package including medical insurance, a 401(k) match up to 6%, and 16 hours of paid volunteer time annually.

Matching Summary

Salary

Base: $114,000.00 - $165,300.00; Bonus/Equity: Eligible for sales incentives and bonus plans based on performance; Benefits: Medical, dental, vision, life, 401(k) match up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Key Requirements

• Bachelor's degree in business or related discipline
• FINRA Series 65 license
• 10+ years related work experience
• FINRA fingerprinting clearance
• CFP certification (preferred)

Work Rights