Senior Wealth Advisor, Pickerington, OH
82% Flex
Offer summary
Qualifications:
10+ years of financial advisory experience, Manage book of business with $15M+ AUM, Certified Investment Adviser Representative (Series 65 or 66).Key responsabilities:
- Transition existing book of business to Savvy
- Develop new client relationships through marketing programs
- Provide financial planning and investment advice to clients
Savvy Wealth
Fintech: Finance + TechnologyStartup11 - 50 Employees
aboutSavvy Wealth
Job description
Required profile
Experience
Level of experience :
Expert & Leadership (>10 years)Industry :
Spoken language(s)
Check out the description to know which languages are mandatory.
Soft Skills
- Adaptable to technological advances
- Thrive in entrepreneurial, fast-paced environment
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