Wealth Advisor
$150,000–$300,000 year
On-site · Allentown, Pennsylvania, United States
Allentown, Pennsylvania, United StatesOn-siteFull Time$150,000–$300,000 yearMid LevelNot SpecifiedLarge
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Large
Job Summary
Seeking growth-oriented Wealth Advisors and Senior Wealth Advisors with a strong focus on personalized client relationships and comprehensive wealth management. Ideal candidates are those who manage a book of business and prioritize service and collaboration.
Required Qualifications
- 3+ years of experience managing client relationships
- FINRA securities registrations Series 7 & 66 (or 63 & 65)
Desired Qualifications
- Possession or pursuit of CFP® certification
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