Senior Wealth Advisor
$175,000–$175,000 year
Hybrid · Jacksonville, Florida, United States
Job Summary
Senior Wealth Advisor to provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning for high net worth and ultra-high net worth clients. Inherit assets from a retiring advisor in Jacksonville with a clear track to equity partnership. Collaborative, supportive culture within a Nationally Ranked Fastest Growing Accounting Firm Nationwide, offering a hybrid work arrangement and full benefits. Location: Jacksonville, FL. Responsibilities emphasize succession planning and inheritance of assets, and collaboration within the Wealth Management Division of the firm. Highlights include a $175,000+ first year compensation package and opportunities for equity partnership.
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