State Licensed Senior Wealth Advisor
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Senior Wealth Advisor.
Key Responsibilities
Develop new client relationships and support business development
efforts
Gather and analyze client data to define financial planning and
investment needs
Advise on investment strategy, tax planning, and implement
investment portfolios
Required Qualifications
10+ years of investment advisory experience
An existing client book of business
Certified to work as an Investment Adviser Representative (Series
65, Series 7 + 66, or equivalent)
Excited to work in the Fintech industry
Ability to thrive in a demanding, fast-paced environment
Keywords: VirtualVocations, Laguna Niguel , State Licensed Senior Wealth Advisor, Other , Vista, California
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