Senior Wealth Manager
$100,000–$150,000 year
Remote · Tampa, Florida, United States or New York City, New York, United States
Tampa, Florida, United States or New York City, New York, United StatesRemoteFull Time$100,000–$150,000 yearSenior LevelNot SpecifiedEnterprise
Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Enterprise
Job Summary
Senior Wealth Manager position for a Registered Investment Advisor managing over 3.5 Billion for high-net-worth individuals, focused on collaborating with the CEO to grow the Florida business.
Required Qualifications
- Experience in a Senior or Lead Wealth Management position (5+ years preferred)
- Understanding of Wealth Management industry and terminology/concepts
Desired Qualifications
- Established business connections and networks
- Strong customer/client service orientation
Additional Requirements
- Must have experience in Wealth Management
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