High-Net Worth Advisor

The Company:

A boutique approach, big firm backing, and 100% partner-owned registered investment adviser.

The Candidate:

Opportunity to join collaborative team of advisors working together to solve complex financial challenges for over 6,000 clients.

#LI-PS

• Financial Acumen: You will participate heavily in client meetings and financial planning, often taking on clients of your own
• Keen Relationship Development Skills: A people-focused individual will build deep lasting relationships with clients.
• Strong Analytical Skills: Being able to visualize, articulate and solve complex problems for clients will be a daily activity in this role.
• B.S. Degree and CPA, CFP®, CFA® or Master's degree and 4+ years' experience

If you have the ability to effectively build relationships, are passionate about investment strategies, have the technical ability to facilitate services including portfolio management, education planning, business planning and beyond - you'll be a great fit! Additionally, you will find the job rewarding if you love understanding each client’s unique financial situation and serving them with exceptional care.

#A-0660