Wealth Advisor
Pearl Recruiter
Wealth Advisor
A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with 800MM AUM. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish the RIA's purpose: helping others harness wealth to live with peace and purpose. Requirements Active licenses: SIE, Series 7, Series 66 Manage and deepen relationships with a book of 100–130 households Deliver high-touch client experience Develop and present financial plans Provide investment recommendations and create portfolio allocations Benefits mentoring work with HNW/UHNW clientele upward mobility
Vacancy posted 4 days ago
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