Summary from listing
The Financial Advisor | Wealth Management role serves high-net-worth individuals, families, trusts, and foundations through relationship-driven investment management, financial planning, portfolio monitoring, client meetings, and ongoing advice. The position requires a bachelor's degree, Series 65 and CFP® certification, and 5–7 years of experience in investment management, financial planning, wealth management, or a related advisory role; experience with high-net-worth or institutional clients is preferred. The role also includes business development, regulatory compliance, and mentorship of developing advisors.
