Job Overview:
We are seeking a highly skilled Senior Financial Advisor to join our team. The ideal candidate will have a strong background in wealth management, financial sales, and customer relationship management.

Responsibilities:
\- Provide expert financial advice to clients on investment opportunities, cash management, and tax strategies
\- Develop comprehensive financial plans tailored to individual client needs
\- Monitor and analyze clients' financial situations regularly to ensure goals are being met
\- Build and maintain strong client relationships through excellent service and communication
\- Stay updated on financial market trends, products, and regulations
\- Utilize financial software to track client accounts and provide accurate recommendations

Experience:
\- Bachelor's degree in Finance, Accounting, or related field; Master's degree preferred
\- Minimum of 5 years of experience in financial services, wealth management, or public accounting
\- Current book of business of $50M+ in AUM
\- Strong knowledge of financial concepts and products
\- Excellent communication and interpersonal skills
\- Relevant certifications such as CFP or CFA are a plus

If you are a dynamic individual with a passion for finance and a drive to help clients achieve their financial goals, we invite you to apply for this exciting opportunity as a Senior Financial Advisor.