Senior Wealth Advisor — ESG Investing, Partner Path

Leah Yosef International; United States; On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Strong work-life balance

Opportunities for professional growth

Collaborative team environment

Job summary

A leading financial advisory firm in the United States is seeking a Senior Wealth Advisor to build and manage client relationships while providing comprehensive financial planning and asset management services. This full-time role requires a CFP certification along with significant experience in wealth management. A forward-thinking culture that values teamwork and socially responsible investing underpins the firm's philosophy. The position offers a compensation package starting at $200,000, emphasizing professional growth and equity opportunities.

Qualifications

• 10+ years of wealth management experience required.
• 5+ years as a lead advisor necessary.
• Strong teamwork and collaboration skills essential.

Responsibilities

• Develop and maintain client relationships.
• Provide comprehensive financial planning services.
• Collaborate with team members to enhance business development.

Skills

Client relationship management

Financial planning expertise

Socially responsible investing

Education

CFP certification

Job description

A leading financial advisory firm in the United States is seeking a Senior Wealth Advisor to build and manage client relationships while providing comprehensive financial planning and asset management services. This full-time role requires a CFP certification along with significant experience in wealth management. A forward-thinking culture that values teamwork and socially responsible investing underpins the firm's philosophy. The position offers a compensation package starting at $200,000, emphasizing professional growth and equity opportunities.