Wealth Advisor

Position Title: Wealth AdvisorWealth Advisor role presents an opportunity to engage with ultra high-net-worth clients, requiring a proactive approach to business development and relationship building. This position necessitates a strong commitment to cultivating a personal book of business, with a focus on clients possessing investable assets ranging from $5 million to $150 million. Advisors will collaborate with Senior Investment Strategists while also independently sourcing leads and establishing a presence in the community. Candidates must be prepared for a long sales cycle that emphasizes relationship development and trust. The role demands a high level of market sophistication and the ability to communicate complex investment strategies effectively.Salary Range: $150,000 - $175,000 / Year DOEWealth Advisor ResponsibilitiesParticipate in 13 weeks of comprehensive training with no sales expectationsConduct a minimum of 15 meetings per week, entirely sourced by the advisorBuild and maintain relationships with clients to facilitate trust and long-term partnershipsEngage in team meetings every Monday to discuss strategies and share insightsWealth Advisor RequirementsFive years of experience in Wealth Management or Financial AdvisingSIE, Series 7, Series 65 or 63 certifications are required by SeptemberProven ability to build a book of business from scratchExperience working with clients with a minimum of $1 million in investable assetsBachelor's degree is requiredStrong market knowledge and ability to discuss investment implicationsCFP certification is preferredBenefitsFlexible work hours to accommodate personal commitmentsCollaborative company culture with access to a diverse support teamOpportunities for professional growth and advancement within the firmParticipation in initiatives such as the Women Who Advise book clubIf you are a Wealth Advisor looking to take the next step in your career, apply now!#J-18808-Ljbffr