Wealth Advisor

Company : Pearlrecruiter

Job Description - Wealth Advisor

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

Job Description - Wealth Advisor

Requirements

Benefits

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