What are the responsibilities and job description for the Wealth Management Advisor position at SR Staffing?
Our client, a Large Accounting Firm (Top 300) is actively looking to grow their Wealth Management business by adding Wealth Advisors to their team!
This firm has continued to grow organically throughout the Southwest and expand lines of business across M&A, PE, on top of their legacy client base.
Requirements:
- 5 years of relevant wealth management experience.
- Financial accreditations: CPA, PFS, CFP®, or CFA®
- Securities 65 or 66 license.
- Base Salary: $105,000 - $130,000
Salary : $105,000 - $130,000
