Are you an entrepreneurial financial advisor eager to elevate your career? We are searching for a Senior Financial Advisor to join a prestigious brokerage and investment firm where you can leverage a prestigious brand, comprehensive resources, and a collaborative culture to elevate your career and provide exceptional service to your clients.
About the Role: In this role, you will utilize your financial acumen to provide comprehensive planning and investment strategies to a diverse array of clients, particularly ultra-high-net-worth individuals. Bring your established book of business and enjoy the freedom and potential for significant earnings that comes from being part of a firm renowned for its extensive resources and innovative solutions.
Key Responsibilities:
- Build and maintain strong client relationships while delivering customized financial solutions.
- Access a wide range of services tailored for ultra-high-net-worth clients, ensuring their unique financial needs are met.
- Benefit from extensive lead generation efforts that will help you expand your client base and grow your practice.
- Collaborate with a dedicated transition management team that will support you throughout onboarding, handling all aspects of your integration into our organization.
Qualifications:
- 5-10+ years of experience as a Financial Advisor.
- An established and portable book of business & $1million in minimum 12-month trailing production.
- Certified Financial Planner (CFP) certification is required.
- Proven track record with an established book of business.
- Excellent interpersonal skills and a passion for helping clients achieve their financial goals.
Why Join Us?
- Work with a respected firm that is synonymous with excellence in the financial industry.
- Enjoy unparalleled support, resources, and a vast referral network designed to maximize your success.
- Experience the flexibility to manage your own schedule while tapping into extensive lead generation to drive growth.
- Join a collaborative culture that values innovation and supports your professional development.
If you’re ready to take your career to new heights with a firm that invests in your future, we want to hear from you! Apply today to become part of an organization that truly values your expertise and ambition.
