Senior Wealth Advisor

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Senior Wealth Advisors are responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs. The role will act as a leader and subject matter expert, trusted adviser and technical expert, in complex individual and family client relationships for high net worth clients . ESSENTIAL DUTIES & RESPONSIBILITIES: - Actively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients - Identifies and pursues the acquisition of qualified Private Wealth Manag...