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Senior Wealth Strategist

2 months ago

SaintBauzilledePutois, Occitanie, United States MRINetwork Jobs Full time
Senior Wealth Advisor Opportunity

We are seeking a highly experienced professional to join our team at MRINetwork Jobs and focus on business development in the financial services industry.

As a Senior Wealth Advisor, you will be responsible for leveraging your existing network to identify and pursue potential clients within the mass affluent, high net worth, and ultra-high net worth segments.

Key responsibilities include:

  • Cultivating relationships with high net worth individuals and families
  • Selling investment and trust services to meet their complex financial needs
  • Providing valuable financial advice and guidance to help them achieve their goals

Qualified candidates should possess relevant certifications such as CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA.

We offer a competitive salary, bonuses based on sales commissions, and other attractive benefits.