Job Details

A company is looking for a Financial Wealth Advisor (Advisory Team).Key ResponsibilitiesManage and grow a book of business through comprehensive wealth management servicesTransition existing client relationships onto the company's platform for a seamless onboarding experienceProspect for new clients via referrals, community engagement, and professional networksRequired QualificationsMinimum $10-15M AUM book of business with transferable client relationshipsSeries 65 or 66 license requiredDemonstrated track record of proactive business developmentHistory of strong client retention and organic book growthCollaborative working style with a long-term orientation toward practice ownership