Senior Financial Advisor

Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.

Responsibilities:

• Must have an established portfolio of 100M AUM and above
• Provide financial planning advice and guidance
• Manage client portfolios
• Execute trades and transactions
• Stay up-to-date on market trends and regulations

Qualifications:

• Bachelor's degree in finance or a related field
• Series 7, 63 or 66 license
• 5+ years of experience as a financial advisor
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team

If you are interested in this position, please send your resume and cover letter to [email protected]. I look forward to hearing from you!