empirical financial servicesJuneau, AK
Senior Wealth Advisor - Estate, Tax & Investment Planning
$100,000 to $250,000
Apply (opens in a new tab)Senior Wealth Advisor - Estate, Tax & Investment Planning
Senior Wealth Advisor - Estate, Tax & Investment Planning
empirical financial servicesJuneau, AK
9 days ago
$100,000 to $250,000
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)A financial services firm in Alaska seeks experienced Financial Advisors to provide high-level advice and service to high-net-worth clients. Candidates should have a four-year degree, a CFP designation, and 7+ years in financial or estate planning. The role involves onboarding new clients and managing existing ones while having strong sales, organizational, and leadership skills. The firm offers a competitive salary range of $100,000 to $250,000 along with benefits including health and retirement plans.
Also on the board Same function, level within a rung
Level
Senior
Salary
$100,000 to $250,000
Location
Juneau, AK
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago