Job Summary

• The Senior Wealth Advisor will create comprehensive wealth plans that align with each client's goals and values while working directly with referral partners.
• Candidates must possess a Bachelor's degree and hold either a Series 65 license or CFP certification to qualify for this role.
• The position offers a $200,000 annual forgivable draw over two years along with medical, dental, vision, and 401(k) matching benefits.

Matching Summary

Salary

Base: $200,000 per year; Bonus/Equity: 2-year forgivable draw; Benefits: Medical, Vision, Dental, 401(k) match, STD, Life, Parental leave, Unlimited PTO

Skills & Requirements

Key Requirements

• Bachelor's degree from accredited university
• Series 65 or CFP license required
• 7-10 years relevant industry experience
• US work authorization (implied by location)

Work Rights