Financial Advisor

Manage 150-200 high-net-worth household clients with assets exceeding $500k each by serving as their central point of contact for portfolio discussions and investment education. Explain the firm's investment philosophy and specific portfolio decisions to help clients stay on track toward long-term financial goals. Discuss market events and risk tolerance factors to guide asset allocation preferences within a discretionary framework. Start at $85,000-$95,000 plus $20,000-$30,000 in discretionary bonuses, with a full range up to $120,000. Enjoy 100% health, dental, and vision coverage for you and dependents, along with 401k matching.