Senior Wealth Management Professional

2 weeks ago


Coralville, Iowa, United States Andrews Financial Group, Inc, DBA Raymond James Financial Servic Full time
Key Responsibilities:

As a Senior Wealth Advisor at Andrews Financial Group, Inc, DBA Raymond James Financial Services, you will be responsible for providing ongoing service and financial advice to an existing portfolio of advisory clients. Your primary objective will be to ensure their financial needs are met with the highest level of service and care.

Key Responsibilities (continued):

  • Develop, implement, and monitor tailored financial plans for advisory clients in collaboration with experienced team members.
  • Build your own book of business by leveraging our experience and robust platform and resources, with transition assistance available for added support staff.

Requirements:

  • Minimum of 8 years of experience in a licensed wealth management or financial advisory role, with a strong preference for private wealth experience.
  • Bachelor's degree required; graduate degree preferred (MBA, MSF, or related field).
  • Series 7, 65/66, and other relevant certifications in good standing.
  • High ethical standards and a deep commitment to providing high-touch, above-and-beyond client service.

Why Join Us:

  • National recognition for our growing 'Best in State' wealth advisory practice.
  • A fun, modern, professional office equipped with advanced resources and technologies.
  • Highly competitive base salary, incentive, and bonus compensation, full benefits, and a clear path to long-term growth and possible succession.

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