Senior Wealth Manager

2 weeks ago


Westbury, New York, United States Avior Executive Search, Inc Full time
Senior Wealth Advisor Opportunity

We are seeking a highly motivated and experienced Senior Wealth Advisor to join our team at Avior Executive Search, Inc. This is a unique opportunity to work with a growing regional full-service financial services organization, providing integrated financial services advice to high net worth clients.

Key Responsibilities:
  • Develop and manage full-service relationships with UHNW and HNW clients
  • Identify and develop strong connections within your market to deliver exceptional service to clients
  • Collaborate with internal departments and teams to maximize cross-selling opportunities
  • Provide financial advice and counsel to clients on trends and conditions of the business environment
  • Actively participate in community and business functions
Requirements:
  • Bachelor's degree with 7+ years' experience in the wealth management industry
  • Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products

To be considered for this position, please submit your resume and cover letter to us.



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