This position is a client-facing, financial advisor. Relevant prior work experience in a financial institution or wealth management firm is required. Senior advisor is seeking advisor to join exisiting firm and partner for transition.
Senior advisor seeking advisor to join exisiting firm and partner for transition. Ideal candidate should have Series 7, Series 65 or 66, and insurance licenses. Candidates should have 5+ years experience and be willing to join an indepdent firm with RIA. Having an existing book of clients, and CFP or CLU ChFC are a plus