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Remote Senior Wealth Advisor for High-Net-Worth Clients
Job summary
A leading financial services firm is seeking a Senior Wealth Advisor to build relationships with high-net-worth clients and develop personalized financial plans. This remote position requires 7+ years of investment management experience. The ideal candidate possesses exceptional communication skills and in-depth understanding of capital markets. Comprehensive health benefits and competitive compensation are offered.
Benefits
Qualifications
- 7+ years of investment management experience with retail and high-net-worth clients.
- Strong investment management and financial planning experience.
- Must be licensed as a Registered Representative (RR).
Responsibilities
- Develop and maintain strong client relationships.
- Provide regular updates to clients on investment strategies.
- Mentor junior Wealth Advisors to build a development pipeline.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.