Senior Wealth Advisor - Remote
Remote / Online - Candidates ideally in
Ann Arbor, Washtenaw County, Michigan, 48103, USA
Listed on 2026-05-30
Ann Arbor, Washtenaw County, Michigan, 48103, USA
Listing for:
Jobot
Remote/Work from Home
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Advisor to manage high-net-worth clients and provide tailored financial solutions. Ideal candidates will have at least 10 years of experience, a Bachelor's degree, and certification like CFP or CFA.
This role offers a flexible work schedule and incentives including profit sharing. The successful candidate will demonstrate expertise in wealth management and possess exceptional interpersonal skills to cultivate client relationships.
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Position Requirements
10+ Years
work experience
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