Beta Wealth Group has an opportunity for an experienced Financial/Wealth Advisor. The firm is looking to transition over as Lead Wealth Advisor for a number of existing Beta Wealth clients.
The Lead Wealth Advisor is the principal contact with the client. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Lead Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of new client relationships.
Lead Wealth Advisors are team players and methodical business builders with experience and expertise as trusted wealth advisors serving the sophisticated needs of high net worth individuals and families. He/she must have exceptional understanding of the full range of investments in wealth management and related products, services and processes. He/she must be able to operate in an autonomous and entrepreneurial environment.
Master’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 7 years of related experience; or an equivalent combination of education and experience.
At least one credential: CFP, CFA, CPA.
Internal Number: Oct 2019
About Beta Wealth Group
Beta Wealth Group was founded in 2009 by Jodi Vleck, CFP. We are a fee-only Registered Investment Advisor.
The work we do is technical and complex, requiring a high degree of skill and a considerable amount of knowledge. But it is also a human business, asking that we truly understand the people behind the numbers. The families and individuals we serve are an important part not only of our livelihoods, but of our lives. So, we take great care of them, treating their goals as our own and providing investment guidance and wealth management they can trust.
We offer more than two decades of financial education and experience – and it is this expertise that allows us to be such an effective conduit for our clients. Applying both our knowledge of the investment landscape and our understanding of each client’s unique goals and circumstances, we distill a universe of choices down to the most suitable opportunities. And then we pursue these opportunities with intelligence, energy and a healthy amount of caution.