Lead Financial Advisor
Wilmington, DE
Overview
Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.
- Leverage recently acquired accounting firm for wealth management referrals
- Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
- Opportunity for career growth into higher level clientele (10M+) with excellent mentorship and training
- Collegial office environment that thrives on collaboration and communication
- Competitive compensation package including significant base salary, discretionary bonuses and strong career path
Requirements
- 2+ years of experience as the lead advisor
- Advanced industry leading designations such as CFP, CPWA, CHFC, PFS, JD or CPA strongly preferred
- 5 days a week in the office
