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.

Private Vista, LLC jobs

Wealth Advisor