Lead Financial Advisor

Wilmington, DE

Overview

Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.

• Leverage recently acquired accounting firm for wealth management referrals
• Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
• Opportunity for career growth into higher level clientele (10M+) with excellent mentorship and training
• Collegial office environment that thrives on collaboration and communication
• Competitive compensation package including significant base salary, discretionary bonuses and strong career path

Requirements

• 2+ years of experience as the lead advisor
• Advanced industry leading designations such as CFP, CPWA, CHFC, PFS, JD or CPA strongly preferred
• 5 days a week in the office