Senior Wealth Manager

Lead Financial Advisor Wilmington, DE Overview Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice. Leverage recently acquired accounting firm for wealth management referrals Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance Opportunity for career growth into higher level clientele (10M+) with excellent mentorship and training Collegial office environment that thrives on collaboration and communication Competitive compensation package including significant base salary, discretionary bonuses and strong career path Requirements 2+ years of experience as the lead advisor Advanced industry leading designations such as CFP, CPWA, CHFC, PFS, JD or CPA strongly preferred 5 days a week in the office

Created: 2024-11-05