Financial Advisor

Overview Growing, planning-focused wealth management firm seeking a Servicing Advisor to work alongside a successful, entrepreneurial lead advisor supporting an established high-net-worth client base. Excellent opportunity to be deeply involved in financial planning, investment management, and relationship management in a collaborative and dynamic environment. No portable book required. Responsibilities Deliver financial planning and investment guidance for high-net-worth clients Support ongoing client relationships, reviews, and planning initiatives Assist with portfolio management, trading, and investment research Benefits Base salary $85,000–$110,000 plus bonus potential ($5,000–$15,000) Opportunity to work closely with a dynamic, growth-oriented advisor and established client base Long-term growth potential, including possible leadership or equity path Qualifications Bachelor\'s Degree 3–7+ years of wealth management or financial planning experience preferred Series 7 and 65 or 66 required CFP preferred; strong planning background considered #J-18808-Ljbffr