Wealth Management Advisor

A nationally recognized wealth management platform is seeking a Wealth Management Advisor to join an established advisory team. This individual will be responsible for managing and growing a book of affluent and high-net-worth client relationships while delivering comprehensive financial planning and investment guidance.

Key Responsibilities

• Serve as the primary advisor for an existing book of affluent and high-net-worth clients
• Develop tailored financial planning, retirement, investment, and wealth management strategies
• Build and strengthen client relationships through ongoing advice and proactive engagement
• Identify opportunities to expand client relationships and grow the practice
• Collaborate with internal specialists to deliver holistic wealth management solutions
• Provide guidance through complex financial and life-planning decisions

Qualifications

• 5+ years of wealth management, financial planning, or advisory experience
• Experience managing client relationships and supporting business development efforts
• Strong understanding of investment products, financial planning, and retirement strategies
• FINRA Series 7 and Series 63 licenses; Series 65 or 66 required (or ability to obtain)
• Excellent communication and relationship-building skills
• Entrepreneurial mindset with a strong client-first approach

Preferred Qualifications

• CFP, CFA, or progress toward a professional financial planning designation
• Life & Health Insurance License
• Experience working with affluent, high-net-worth, and ultra-high-net-worth clients
• Demonstrated ability to deliver holistic planning advice across investments, retirement, estate, and wealth transfer strategies
• Track record of building long-term client relationships and growing assets under management