National, wealth management firm is seeking a Senior Financial Advisor/Investment Officer to assume responsibility for 80+ HNW clients with $100 AUM. High net worth client handling experience critical. Strong investment management knowledge and experience required, including active oversight of client portfolios. Portfolios consist of individual equities, ETFs, individual bonds, options and alternative investments. Team player sought with strong leadership skills. Excellent communications, presentation and analytical skills required. In-depth knowledge of and experience with the wealth management process preferred. Must be a focused self-starter. Experience with quantitative asset allocation, portfolio management, financial planning and investment research tools. Capability to mentor and develop exceptional advisor and research staff. 4-year college degree required. Licenses and Designations: Level I CFA exam success, CFA charterholder or CFP® preferred. Other Comments: Compensation is composed of base salary (no commissions) and bonus. Full benefits, including 401(k) match, continuing education reimbursement and healthcare. Some travel may be required for client meetings.

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