State Licensed Wealth Advisor

Job Summary

A company is looking for a Senior Wealth Advisor.

Key Responsibilities

• Develop new client relationships and support business development efforts
• Gather and analyze client data to advise on financial planning and investment strategies
• Collaborate with product development and M&A teams to enhance the advisor technology platform

Required Qualifications

• 10+ years of investment advisory experience
• An existing client book of business that is actively advised
• Certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Interest in working within the Fintech industry
• Ability to thrive in a fast-paced environment with multiple deadlines