A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with @ 800MM AUM. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish the RIA's purpose:helping others harness wealth to live with peace and purpose.
Requirements
Active licenses:SIE, Series 7, Series 66
Manage and deepen relationships with a book of100–130 households
Deliver high-touch client experience
Develop and present financial plans
Provide investment recommendations and create portfolio allocations
Benefits
mentoring
work with HNW/UHNW clientele
upward mobility