About this role
Senior Wealth Advisor at Redw. Location: Phoenix or New Mexico or Arizona or Oregon or Oklahoma or Las Vegas. Role: cultivating relationships, managing portfolios, advising clients Requirements: Bachelor's degree, 7+ years financial planning and investment experience, financial accreditations (CPA, PFS, CFP, CFA) preferred, strong regulatory history, proficiency with Envestnet/Tamarac, Junxure, Orion, Redtail, and Microsoft Office. Category: Finance and Accounting Seniority: Senior Level Tools: Orion, Redtail, Microsoft Office, Envestnet/Tamarac, Junxure, Spiirall Certifications: cpa, pfs, cfp, cfa, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English