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Wealth Advisor

pearlrecruiter

Huntsville, Alabama

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JOB DETAILS
SKILLS
Customer Experience, Financial Planning, Mentoring, Rich Internet Application (RIA), Series 66, Series 7
LOCATION
Huntsville, Alabama
POSTED
14 days ago
A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with @ 800MM AUM.  <\/span> We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish the RIA's purpose:<\/span> <\/span><\/span><\/span>helping others harness wealth to live with peace and purpose<\/u><\/i><\/span>.<\/u><\/i><\/span><\/span>
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Requirements<\/h3>

  • Active licenses: <\/span><\/span>SIE, Series 7, Series 66<\/b>
    <\/p><\/li>

  • Manage and deepen relationships with a book of <\/span>100–130 households<\/b><\/span>
    <\/p><\/li>

  • Deliver high -touch client experience 
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  • Develop and present financial plans 
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  • Provide investment recommendations and create portfolio allocations
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    Benefits<\/h3>
    **mentoring
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    **work with HNW/UHNW clientele
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    **upward mobility<\/div><\/span>

About the Company

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pearlrecruiter

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