Senior Financial Advisor

Our client is looking for a seasoned Financial AdvisorFinancial Planner to join their growing asset management company. The ideal candidate will have a minimum book of business of $40MM and deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Our client is open to a team or an individual advisor. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor's degree in Finance or related field5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skillsOur client customized a tiered compensation structure that will work for you both! They also offer a succession plan for your book of business, email me your resume and availability to discuss this opportunity!

Created: 2025-02-21