What are the responsibilities and job description for the Senior Wealth Advisor position at Honarc Wealth?
About the job
Join Our Team as a Senior Wealth Advisor
Honarc Wealth is a boutique wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families across the country. Our clients have complex financial lives that require thoughtful coordination across investments, tax strategy, estate planning, and business succession planning.
We are seeking an experienced Wealth Advisor to help facilitate a continuity plan with the founding partner and continue to help grow our dynamic firm. The advisor must be financially self-supported through their own book of clients. We are offering a home that has higher revenue share and the ability to work autonomously on your book of clients while being supported by significant back-office experience. The Wealth Advisor will own their clients and data.
Required Qualifications
· CFP®, CFA®, or similar financial planning designation preferred, but not required
· Minimum 5 years of experience as a lead advisor within a fiduciary, fee based advisory firm serving high-net-worth families
· Existing book of business
- Strong analytical and communication skills
- Proficiency in eMoney (or similar financial planning software) and Excel
- Confidence leading client conversations
Employment Type: Full-time, remote
We look forward to hearing from you! To apply for this position, please submit your cover letter and resume to: bmeara@honarwealth.com