We are continuously looking for Sr. Advisors to work with our clients' HNW clientele.  These Advisors offer complex guidance and investment solutions to HNW and UHNW customers.  Deliver customized and effective service, and successfully anticipate clients’ emerging needs. You’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry.  You'll be part of an incredible organization that offers:

 

                                    Competitive Pay: Base salary with monthly and quarterly payouts, no caps, additional guarantees coming in  

 

                                              Team: An amazing culture with a team that is passionate about success

 

                                              Healthcare: Full health & dental, pay student loans, Charitable matching 

 

                                              Time off:  Work hard, play hard.  Paid sick, personal, and vacation time 

 

                       

                                    Retirement Savings: 7% 401k match & annual profit sharing contributions 

 

                                             Schedule Flexibility:  You run your schedule and can work remotely when you choose

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SUMMARY:

 

Work with existing HNW and UHNW clients and incoming leads to establish and deepen these long-standing relationships. The primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. Our associates follow a consultative dialogue approach to better understand each client’s goals, needs, objectives, investment preferences and desired level of involvement for investing/managing their portfolio. Deliver high-value and personalized client experience by creating awareness of needs and matching them with relevant services, platforms, education, products, and offerings that help drive loyalty, retention, and improved overall satisfaction. Leveraging our planning and analytical tools to present high-value solutions across a wide spectrum of client needs and preferences, spanning self-directed to full delegator investor types is key.  

 

ESSENTIAL DUTIES & RESPONSIBILITIES:

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• Grow a practice of affluent clients by understanding the clients' needs, objectives, and goals, and identifying proper investment services and solutions customized to the client.

• Provide guidance and portfolio consultations, wealth planning recommendations including: customized income solutions, tax-efficient accounts, and SMA's.  

• Build and solidify client relationships pre and post-retirement through a distinctive experience that leverages our unique value proposition.

• Ability to partner within and across the organization to extend meaningful client value and overall service experience as measured through current company evaluation metrics.

 

EDUCATION, EXPERIENCE & KNOWLEDGE

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• Experience working with high-net-worth clients and providing complex financial guidance

• FINRA Investment License(s) – Series 7, 63, 65/66

• State Life & Health Insurance License