Job Details

A company is looking for a Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage).Key ResponsibilitiesServe as the lead advisor within a dedicated client team, collaborating with colleagues to build lasting relationshipsDeliver a first-class client experience through proactive, personalized financial planning and investment educationGuide clients in implementing portfolio solutions aligned with their goals and coordinate with the advisory team for effective client serviceRequired QualificationsBachelor's Degree in Business or related discipline or equivalent experience4+ years of experience in financial services and client experienceFINRA Series 7, 63, and 65 registrations requiredAdvanced knowledge of wealth management strategies and financial planningCFP certification preferred