Wealth Advisor

We are working with a notable Wealth Management firm, and they are looking to bring on a Wealth Advisor to their growing team!

This candidate must have at least 7 years of eligibility

Interested to learn more? Apply today! 
 

Who You Are:

• Bachelor's in Business, Accounting, Finance or related field
• 7+ years of financial planning experience 
• Seeking one or more of the following: CFP, ChFC, CFA, CIC
• Series 65 required, unless any of the above designations qualify for an exemption 
• Ability to communicate effectively to clients while working cross-functionally with different managing directors
• Advanced knowledge of the industry and financial planning concepts
• Ability to effectively present investment, finance, and tax planning solutions to clients

What You’ll Do:

• Partners with clients to identify their financial goals, analyze their financials
• Develop recommendations that help them work towards  financial goals
• Communicates complex financial solutions to clients
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions

Why Work Here?

• Great Work-Life Balance: Enjoy life outside of work! Join a company that values time away from your desk!
• Collaborative Culture: Growth and development is of top priority! You'll be a part of a supportive team working together to grow personally and professionally.

What does this position pay?

• Compensation is determined by several factors which may include skillset, experience level, and geographic location.
• The expected range for this role is $125,000 to $170,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

Now What?
Please send your resume to AG@provenrecruiting.com if you are interested in learning more!

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