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Financial Consultant Financial Advisor

Senior Financial Advisor: UHNW Wealth & Equity Path

Job in North Palm Beach, Palm Beach County, Florida, 33408, USA
Listing for: Selby Jennings
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique investment advisory firm in North Palm Beach seeks a Financial Advisor to serve ultra-high-net-worth clients. The ideal candidate will bring at least $25 million in transferable client assets, delivering comprehensive financial services including investment management and estate planning. This full-time role offers independence, an ownership model, and a supportive team environment focused on client success.
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Position Requirements
10+ Years work experience
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