Senior Wealth Manager

Lead Financial AdvisorWilmington, DEOverviewIndependent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.Leverage recently acquired accounting firm for wealth management referralsAdvise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral financeOpportunity for career growth into higher level clientele (10M+) with excellent mentorship and trainingCollegial office environment that thrives on collaboration and communicationCompetitive compensation package including significant base salary, discretionary bonuses and strong career pathRequirements2+ years of experience as the lead advisorAdvanced industry leading designations such as CFP, CPWA, CHFC, PFS, JD or CPA strongly preferred5 days a week in the office