Senior Wealth Manager, Glen Cove, NY
82% Flex
Remote: Full Remote
Salary: 100 - 499K yearly
Experience: Expert & Leadership (>10 years)
Work from: United States
Offer summary
Qualifications: 10+ years experience as financial advisor, Certified Investment Adviser Representative (Series 65 or 66), Portable book of business with $15M+ AUM.
Key responsabilities:
- Transition book of business to Savvy
- Develop new HNW client relationships through marketing programs
- Provide financial planning advice, collaborate with product team in workshops
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
- Technology enthusiast
- Entrepreneurial mindset
- Diversity and inclusion advocate
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