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Wealth Management Financial Advisor

Senior Wealth Advisor: Lead High-Net-Worth Wealth Strategy

Job in Burlington, Chittenden County, Vermont, 05405, USA
Listing for: Mariner
Full Time position
Listed on 2025-12-05
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Wealth Advisor to oversee a wealth management team focused on creating personalized wealth plans for clients. The role requires a bachelor’s degree and over 10 years of financial planning experience, including work with high net worth individuals. Advisors will cultivate client relationships, lead meetings, and provide comprehensive financial advice. The firm is committed to professional growth and fostering a supportive and diverse workplace.
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Position Requirements
10+ Years work experience
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