Senior Investment Advisor

6 days ago


Cherry Hill, New Jersey, United States Alloy Silverstein Full time
Our Approach

We take a client-centric approach to wealth management, focusing on providing personalized service and tailored solutions to meet each client's unique needs.

As a Wealth Management Specialist at Alloy Silverstein, you will work closely with our team to develop and implement effective financial plans and investment strategies for our clients.

Key Requirements

To be considered for this role, you should have:

  • A college degree in Accounting or Finance (or equivalent experience)
  • 7+ years of industry experience
  • Prior experience with Avantax and SEI a plus
  • FINRA series 6 and/or series 7, FINRA Series 63 and 65 or 66, and insurance license


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