Lead Financial Advisor
On-site · Wilmington, Delaware, United States
Job Summary
Lead Financial Advisor to inherit 100+ relationships from retiring partner in an ensemble fee-based practice. Advise high net worth clientele with comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance. Opportunity to impact the firm through retention and growth of the client base. Collegial office environment that emphasizes collaboration and communication. Competitive compensation package with significant base salary, discretionary bonuses, and strong career path. 5+ years of experience as the lead advisor; advanced designations (CFP, CPA, JD or CPA); Series 65.
Required Qualifications
- 5+ years of experience as the lead advisor
- Advanced industry designations such as CFP, CPA, JD or CPA
- Series 65
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