Senior Wealth Advisor - Remote, Bonus & Profit Sharing

Jobot; Oakbrook Terrace (IL); On-site; USD 150,000 - 220,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance (90-

Remote work

Profit sharing

Incentive bonuses

Travel expenses covered

Flexible schedule

Job summary

Jobot is seeking a highly experienced Senior Financial Advisor to join our team in the United States. The role focuses on managing a portfolio of high-net-worth clients, delivering tailored financial advice, and growing the book of business.

We offer a flexible remote work schedule, incentivized bonuses, profit sharing, and comprehensive benefits. The position emphasizes leadership in client relationships and collaborative wealth planning with a strong emphasis on professional development and

Qualifications

• Bachelor's degree required.
• 10+ years in financial planning or related fields.
• Series 65, CFP, or CFA certification required.

Responsibilities

• Cultivate and maintain client relationships.
• Lead client meetings to identify challenges and provide solutions.
• Collaborate with wealth advisors to deliver comprehensive wealth management.
• Support growth of new client relationships with strategic partners.
• Commit to ongoing professional education and team development.
• Provide training and mentorship to associates.

Skills

Wealth management

Relationship management

Financial planning software

Communication skills

Mentorship

Education

Bachelor's degree

Tools

eMoney

MoneyGuide Pro

Job description

Jobot is seeking a highly experienced Senior Financial Advisor to join our team in the United States. The role focuses on managing a portfolio of high-net-worth clients, delivering tailored financial advice, and growing the book of business.

We offer a flexible remote work schedule, incentivized bonuses, profit sharing, and comprehensive benefits. The position emphasizes leadership in client relationships and collaborative wealth planning with a strong emphasis on professional development and