The Senior Wealth Management Specialist will be mentored by a financial advisor within our firm. The financial advisor has over 30 years of experience serving high net worth and high income clients, and currently has over $250M in assets under management. In addition, the financial advisor has been recognized as a top financial advisor by multiple national publications.

In the initial years of this position, the Senior Wealth Management Specialist will work with the financial advisor to become familiar with the advisor’s clients and the advisor’s methods of servicing clients. The ultimate goal is to prepare the Senior Wealth Management Specialist to take over the financial advisor’s book of business upon the advisor’s retirement.

The key responsibilities for this position are:

• Financial Plan Preparation
• Retirement Planning
• Tax Return Preparation & Review (primarily individuals but also various entities)
• Portfolio Management

The ideal candidate for this position will exemplify the following characteristics:

• Experience in the investment/RIA business
• Strong tax preparation background
• Good communication skills
• Organized
• Self-starter
• Problem solver
• Detail-oriented
• Team player
• Willing to work hard
• Proactive

Please apply to obtain more details.