Senior Wealth Advisor

Base pay range

$70,000.00 / yr - $200,000.00 / yr

Additional compensation types

Commission and Sign-on bonus

About the Company

We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make informed decisions for their future.

About the Role

Conduct in-depth financial analysis to understand clients' financial status and goals. Develop personalized financial plans and provide investment recommendations. Assist clients in areas such as retirement planning, estate planning, and tax strategies. Monitor clients' accounts and provide regular updates on investment performance. Stay updated on market trends, investment opportunities, and regulatory changes. Build and maintain strong client relationships through effective communication and trust-building. Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions.

Responsibilities

• Conduct in-depth financial analysis to understand clients' financial status and goals
• Develop personalized financial plans and provide investment recommendations
• Assist clients in areas such as retirement planning, estate planning, and tax strategies
• Monitor clients' accounts and provide regular updates on investment performance
• Stay updated on market trends, investment opportunities, and regulatory changes
• Build and maintain strong client relationships through effective communication and trust-building
• Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions

Required Skills

Seniority level

Not Applicable

Employment type

Full-time

Pay range and compensation package

Commission pay

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

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