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Senior Wealth Advisor

3 months ago

New York, New York, United States Hopwood Financial Services, Inc Full time

This position will take over top-tier clients within 18 months and may also train and supervise other staff in client service delivery.A Senior Wealth Advisor shows an interest in the long-term growth of the firm and will have the opportunity to become an owner in the firm.Oversee the client experience: Ensure clients receive a holistic wealth management deliverable.Coordinate both their financial planning (e.g. balance sheet, income projections, estate planning, tax reviews, insurance reviews, etc.)and investment management (e.g. asset allocation, investment selection, rebalancing, etc.)CFP designation (required) and Series 65 license (required)Financial planning/wealth management acumen, judgment, and experienceProficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software