Senior Wealth Advisor - Remote, Bonuses & Profit Sharing

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

Benefits offered by this job

Flexible schedule

Remote work

Profit sharing

Job summary

Jobot is seeking a highly experienced Senior Financial Advisor to lead client relationships and manage a book of high-net-worth clients. You will deliver tailored wealth strategies, supervise portfolios, and collaborate with a team of wealth advisors to provide comprehensive guidance.

The role offers a flexible remote schedule with a guaranteed base salary plus incentive bonuses, 401(k) match, profit sharing, and travel expense coverage.

Qualifications

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

Responsibilities

• Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.
• Lead client meetings to identify challenges and offer innovative wealth strategies.
• Collaborate with wealth advisors to deliver comprehensive wealth management advice for high-net-worth clients.
• Support growth of new client relationships with strategic partners.
• Dedicate to ongoing professional education and contribute to team development.

Skills

Wealth management

High-net-worth clients

Client relationship skills

Communication

Education

Bachelor’s degree

Tools

Financial planning software

eMoney

MoneyGuide Pro

Job description

Jobot is seeking a highly experienced Senior Financial Advisor to lead client relationships and manage a book of high-net-worth clients. You will deliver tailored wealth strategies, supervise portfolios, and collaborate with a team of wealth advisors to provide comprehensive guidance.

The role offers a flexible remote schedule with a guaranteed base salary plus incentive bonuses, 401(k) match, profit sharing, and travel expense coverage.