Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.
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