Director - Wealth Advisor

Required

• A Bachelor’s degree or higher.
• CFP or industry designation preferred; S65 or equivalent required.
• 6+ years of experience in investment management or financial advisory services, with a proven track record of success in building and maintaining client relationships.
• Exceptional communication and relationship-building skills.
• A self-driven, proactive mindset with a knack for problem-solving.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Competitive, transparent compensation model with tremendous upside.
• Depending on your level of experience and circumstances:
• A competitive starting base salary of $150,000 – $175,000.
• For advisors who plan to bring clients, additional compensation structures will be discussed based on revenue projections.
• Comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development and marketing team.
• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.