Senior Wealth Advisor

insurewisenow.info

Austin, TX, United States
$200,000 py (2-year forgivable draw); not specifie...
On-site
7+ years experience in financial services
Wealth management experience
Strong interpersonal and communication skills
As a Senior Wealth Advisor, you will create comprehensive wealth plans that align with clients' goals

Job Summary

  • As a Senior Wealth Advisor, you will create comprehensive wealth plans that align with clients' goals.
  • The role involves generating new business opportunities and engaging with prospective clients.
  • HUB offers a supportive environment with a commitment to learning and development.

Matching Summary

As a Senior Wealth Advisor, you will create comprehensive wealth plans that align with clients' goals.

Salary

$200,000 per year (2-year forgivable draw); Not specified; Benefits: Medical, Vision, Dental, 401(k) match, Unlimited PTO

Skills & Requirements

Must-have

  • 7+ years experience in financial services
  • Wealth management experience
  • Strong interpersonal and communication skills

Nice-to-have

  • Desire to help others protect their future
  • Team collaboration and healthy culture
  • Entrepreneurial spirit and growth mindset

Key Requirements

  • Bachelor's degree in business or related field
  • Series 65 or CFP required

Work Rights

Not specified

Tailored Resume

Cover Letter