Senior Financial Advisor
$150,000–$200,000 year
On-siteLong Island, Maine, United States
Long Island, Maine, United StatesOn-siteFull Time$150,000–$200,000 yearSenior LevelBachelors DegreeLarge
Full TimeSenior LevelBachelors DegreeLarge
Job Summary
Lead high-net-worth clients as the primary advisor and trusted partner, managing their retirement, investment, tax, estate, and risk management strategies. Develop comprehensive financial plans and translate complex concepts into actionable recommendations. Partner with national investment resources to deliver customized portfolio strategies aligned with client goals and guide clients through market events. Serve as the quarterback across all aspects of clients' financial lives, building long-term relationships grounded in trust and thoughtful guidance.
Required Qualifications
- Series 65
- Bachelor's degree from an accredited institution
Desired Qualifications
- 10+ years of wealth management or financial planning experience preferred
- CFP® designation strongly preferred (or actively pursuing)
- Experience leading client relationships independently
- Deep expertise in holistic financial planning
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