Senior Financial Advisor

Key Responsibilities

• We are seeking an experienced Senior Financial Advisor to join our team. The successful candidate will provide experienced financial guidance to high-net-worth individuals, families, and businesses, helping them achieve their financial goals.
• The Senior Financial Advisor will be responsible for developing and implementing comprehensive financial plans, managing client relationships, and identifying new business opportunities.
  
  Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives
• Serve as the 'Servicing Advisor' on existing practice clients
• Create and implement comprehensive investment plans, including investment, tax and estate planning strategies, and retirement planning
• Conduct financial analysis and provide recommendations on investment strategies, asset allocation, and risk management
• Collaborate with other financial professionals, such as attorneys and accountants, to provide integrated financial solutions
• Identify and pursue new business opportunities, including networking and marketing efforts
• Stay up to date on industry trends, regulatory changes, and market developments
• Mentor and support junior financial advisors in their professional development
• Participate in business development and growth initiatives

Requirements

• Bachelor's degree in finance, accounting, or related field
• Professional certifications, such as CFP or CIMA
• Hold an active Series 7, Series 66 securities registrations and both Life & Health Insurance Licenses
• Minimum 7-10 years of experience in investment planning and wealth management
• Proven track record of success in developing and maintaining client relationships
• Strong analytical, communication, and interpersonal skills
• Ability to work independently and as part of a team
• Strong knowledge of investment planning software and technology

Preferred Qualifications

• An existing book of business of transferable client business, strongly preferred
• Additional professional certifications, such as CAIA, CPA, CFA
• Experience working with high-net-worth clients
• Familiarity with investment planning software, such as eMoney

What We Offer

• Competitive compensation structure
• Comprehensive benefits package, including health, dental, and vision insurance
• 401(k) plan with company match
• Opportunities for professional growth and development
• Collaborative and dynamic work environment

If you are a motivated and experienced financial professional looking for a new challenge, please submit your application, including your resume and cover letter.

NOTE: The salary is flexible and may vary depending on your experience. We are open to negotiating with all qualified candidates.