Wealth Advisor - You Love to Make Clients Raving FansPrivate VistaCulture driven by our 30 fundamental values
- Steady growth and continuous profitability
- Stable client base for over 25 years
- Flexibility on work schedule, office location, and ability to work from home
We're seeking a wealth advisor to provide additional resources to our expanding client base.
Do you aspire to work with a team who trusts and relies on you for your insight, relishes your analytical depth, and is blown away by your productivity and efficiency? Do you desire a clear and defined roadmap for your professional development and career path? Does having a coach/mentor dedicated to your success sound compelling? How about working for a team who truly recognizes your hard work and commitment?
Our ideal candidate has experience working in the wealth advisory business collaborating with high net-worth individuals to help achieve their financial goals. We are looking for at least 3 years experience with a strong track record of relationship management with clients and colleagues and the necessary project management skills. A CFP designation is required. You'll support a Senior Advisor/Partner in our organization and grow quickly to managing your own client base.
Could you imagine this being your last job search? If being part of a practice as a key member of the team appeals to you, send us a copy of your resume along with a cover letter to Maria Cutrone at mcutrone@myprivatevista.com.
AN EQUAL OPPORTUNITY EMPLOYER:
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
