Senior Financial Advisor

Join a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. As a Senior Financial Advisor, you'll have maximum autonomy to grow your client base and serve your clients with excellence.

Requirements

• Proven track record of success in acquiring new wealth management relationships
• Consistently demonstrated ambition, drive, and grit
• Expert, current knowledge of investment products and services across personal finance

Benefits

• Competitive compensation plan
• Opportunity to build a 3X bigger book faster
• Seamless transition of existing client base
• Zero ops and admin work for the advisor