Job Summary

• Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
• The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households.
• We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

Salary

Base: $119,700.00 - $173,625.00; Bonus/Equity: Eligible for bonus program; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement

Skills & Requirements

Key Requirements

• Bachelor's degree or equivalent experience
• 10+ years related work experience
• FINRA Series 65 required
• FINRA fingerprinting required
• CFP strongly preferred
• Proven ability to navigate multiple client needs

Work Rights