Wealth Management Advisor

Company Summary:

A leading financial services and retirement-focused organization is seeking a Wealth Management Advisor to join its growing advisory team. This role offers the opportunity to work directly with high-net-worth and ultra-high-net-worth individuals, providing comprehensive financial planning, retirement guidance, and investment advice while building long-term client relationships. Advisors benefit from warm leads, an established client base, and a planning-focused culture that prioritizes relationship management over transactional selling.

The Wealth Management Advisor will be responsible for…

• Conducting client discovery meetings and developing comprehensive financial plans
• Advising clients on retirement planning, investment management, wealth preservation, and broader financial goals
• Building and maintaining long-term relationships with high-net-worth and ultra-high-net-worth clients
• Identifying opportunities to expand client relationships and grow assets under management
• Partnering with internal specialists to deliver holistic wealth management solutions
• Proactively engaging warm leads and existing company relationships to generate new business opportunities
• Providing ongoing portfolio reviews and financial planning recommendations
• Delivering an exceptional client experience while serving as a trusted advisor
• Staying current on market trends, investment strategies, and retirement planning developments
• Contributing to the continued growth of the advisory practice through both planning and business development efforts

The Wealth Management Advisor should have the following qualifications:

• 3+ years of experience in wealth management, financial planning, or financial advisory services
• Experience working directly with high-net-worth clients
• Strong financial planning and retirement planning experience
• Demonstrated ability to develop and maintain client relationships
• Business development and sales experience within a wealth management environment
• Strong communication and relationship management skills
• CFP designation preferred
• FINRA licenses preferred but not required to be currently active
• Ability to balance advisory responsibilities with new client acquisition efforts