Wealth Advisor

Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management. Onboard high net worth clientele through an extensive financial planning process and continue to serve as the Lead Wealth Advisor. The firm provides extensive operational, investment, financial planning and relationship management support, with a clear path toward granted equity within 2-3 years. Compensation includes a base salary of $125,000-$150,000 with revenue-based compensation after base is exceeded, perpetual revenue share on existing clients, and benefits including W-2 status and 401(k) match.