Senior Financial Advisor

Senior Financial Advisor

1.5 B+ Independent Wealth Management RIA/BD
Published
October 6, 2019
Location
Washington, DC, United States

Description

Senior Financial Advisor

1.5 B+ Independent Wealth Management RIA/BD

Washington, DC Region

 

Overview
Dynamic and fast growing 1.5 B+ Wealth Management Firm (RIA/BD) serving high net worth clientele seeks a Senior Financial Advisor to continue to develop his/her own book of business in a collaborative, fee-based fiduciary culture with above market payouts and significant Firm-generated lead flow.
The Firm has a deep bench of investment and financial planning professionals in-house to provide comprehensive wealth management services inclusive of cash flow analysis, retirement planning, asset allocation, portfolio construction, estate and wealth transfer planning, tax planning, and executive compensation plans.

 

Highlights

  • Extensive marketing budget that drives a continuous stream of warm leads and prospects
  • Receive support in closing new business directly from seasoned Senior Financial Advisors
  • Significant and above market payouts in perpetuity
  • Potential for a path to partnership
  • The Firm has implemented state of the art technology systems including cutting edge portfolio management software with integrated CRM, industry leading cyber security standards and a paperless environment allowing remote work possibilities
  • Strong culture of teamwork, work life balance and personal and professional growth

 

Requirements

  • 3+ years of proven business development skills from an external network required
  • Series 7 & 66 or Series 65
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