Senior Wealth Advisor

2 weeks ago

Coralville, Iowa, United States Andrews Financial Group, Inc, DBA Raymond James Financial Servic Full time
Senior Wealth Advisor Opportunity

Are you a seasoned financial professional looking to take your career to the next level? We are seeking a highly skilled Senior Wealth Advisor to join our team at Andrews Financial Group, Inc, DBA Raymond James Financial Services.

Key Responsibilities:
  • Client Relationship Management: Provide exceptional service and financial guidance to a portfolio of advisory clients, ensuring their financial needs are met with the highest level of care.
  • Comprehensive Planning: Collaborate with experienced team members to develop, implement, and monitor tailored financial plans for advisory clients.
  • Business Development: Build your own book of business by leveraging our experience and robust platform and resources.
Requirements:
  • Experience: Minimum of 8 years of experience in a licensed wealth management or financial advisory role, with a strong preference for private wealth experience.
  • Education: Bachelor's degree required; graduate degree preferred (MBA, MSF, or related field).
  • Licenses: Series 7, 65/66, and other relevant certifications in good standing.
  • Integrity: High ethical standards are essential.
  • Service-Oriented: A deep commitment to providing high-touch, above-and-beyond client service is crucial for success in this role.
Why Join Us:
  • National Recognition: We are affiliated with a well-known independent broker dealer and our office is recognized nationally for our growing "Best in State" wealth advisory practice.
  • Team Environment: Work in a fun, modern, professional office, equipped with advanced resources and technologies.
  • Selectivity: We are highly selective in adding a new Senior Wealth Advisor, ensuring alignment with our existing team members, high ethical standards, and commitment to exceptional service.
  • Compensation: 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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