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Wealth Advisor
Wealth AdvisorPearl Recruiter • Huntsville, AL, United States
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Wealth Advisor

Wealth Advisor

Pearl Recruiter • Huntsville, AL, United States
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Job Description

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 of 100-130 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
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    Wealth Advisor • Huntsville, AL, United States

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