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Private Wealth Advisor

3 months ago

Wilmington, United States Leah Yosef International Full time

Lead Financial Advisor

Wilmington, DE

Overview

Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.

  • Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
  • Opportunity for career growth into higher level clientele (10M+) with excellent mentorship and training
  • Collegial office environment that thrives on collaboration and communication
  • Competitive compensation package including significant base salary, discretionary bonuses and strong career path

Requirements

  • 2+ years of experience as the lead advisor
  • Advanced industry leading designations such as CFP, CPWA, CHFC, PFS, JD or CPA strongly preferred