Requirements
– 5+ years of experience advising high net worth clients
– Strong track record of building their own book of business and generating new clients for their firm
– Having an existing book of business of $10M – $20M plus that is transferrable
– Certified Financial Planner© (CFP) designation required
– Strong knowledge of overall wealth management, investments, financial planning techniques, tax strategies, and estate planning solutions
– A self-starter that thrives on the opportunity to work in a growing, boutique firm and assist with developing systems, policies, and procedures
– Familiarity with Fidelity, SEI, Pershing, NetX360, eMoney, MoneyGuide Pro or other wealth software
– Familiarity with the Office 365 and SalesForce environment
– Series 65, Series 7, Series 63 Required