Senior Wealth Advisor — Remote, Bonuses & Profit Sharing

Jobot; Detroit (MI); À distance; USD 150 000 - 220 000; Plein temps

Avantages offerts par ce poste

Medical Coverage

Dental Coverage

Vision Coverage

Flexible Schedule

Remote Work

Base Salary + Incentives

401(k) Match

Profit Sharing

Travel Expenses Covered

Résumé du poste

Jobot in the United States is seeking an experienced Senior Financial Advisor to lead client relationships and manage a portfolio of high-net-worth clients. You will deliver tailored financial planning and comprehensive wealth management advice in a flexible remote setting.

The role requires 10+ years of experience with relevant certifications (Series 65, CFP, CFA) and offers a competitive base salary plus incentive bonuses, with strong benefits and profit-sharing options.

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in financial planning, accounting, legal, or other relevant fields.
• Series 65, CFP, or CFA certification required.

Responsabilités

• Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.
• Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives.
• Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients.
• Support the growth of new client relationships in partnership with strategic collaborators.
• Dedicate to ongoing professional education and contribute to team development at every level.
• Provide training and mentorship to associates across the wealth advisory team.

Connaissances

Wealth management

Client relationships

Interpersonal skills

Time management

Attention to detail

Formation

Bachelor's degree

Outils

eMoney

MoneyGuide Pro

Description du poste

Jobot in the United States is seeking an experienced Senior Financial Advisor to lead client relationships and manage a portfolio of high-net-worth clients. You will deliver tailored financial planning and comprehensive wealth management advice in a flexible remote setting.

The role requires 10+ years of experience with relevant certifications (Series 65, CFP, CFA) and offers a competitive base salary plus incentive bonuses, with strong benefits and profit-sharing options.