Senior Financial Advisor – CFP with Established Book

Ritholtz Wealth Management LLC; United States; Remote; USD 250,000 - 800,000; Full time

Job summary

A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs. This role requires a Certified Financial Planner (CFP) with at least 7 years in a client-facing role in the financial services industry. The advisor will develop and manage complex financial plans while ensuring compliance with industry regulations. A competitive salary ranging from $250,000 to $800,000 is offered based on qualifications.

Qualifications

• 7 or more years of experience in a client-facing role in financial services.
• Ability to discuss and present complex financial planning topics.
• Clean U4 with no disclosures.

Responsibilities

• Serve as the point of contact for clients.
• Develop and manage complex financial plans.
• Provide guidance for secure financial solutions.
• Ensure compliance with industry rules.

Skills

Communication skills

Attention to detail

Client relations

Financial planning

Collaboration

Education

Certified Financial Planner - CFP

Job description

A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs. This role requires a Certified Financial Planner (CFP) with at least 7 years in a client-facing role in the financial services industry. The advisor will develop and manage complex financial plans while ensuring compliance with industry regulations. A competitive salary ranging from $250,000 to $800,000 is offered based on qualifications.