Wealth Management Advisor

Overview

Join our dynamic team as a Wealth Management Advisor and play a vital role in guiding clients toward achieving their financial goals through comprehensive wealth management strategies. In this energetic and client-focused position, you will leverage your expertise in financial planning, investment management, and regulatory compliance to deliver personalized solutions that meet diverse client needs. This role offers an exciting opportunity to work within a collaborative environment dedicated to excellence, integrity, and innovation in financial services.

Responsibilities

• Develop tailored wealth management plans by assessing clients’ financial situations, goals, and risk tolerance.
• Provide expert advice on estate planning, wills, trusts, and estate law to help clients preserve and transfer wealth efficiently.
• Stay current with securities law, financial regulations, and industry best practices to ensure compliance across all client interactions.
• Maintain strong client relationships through regular communication, portfolio reviews, and proactive financial advice.
• Educate clients on financial concepts such as tax strategies, cash management, and asset allocation to empower informed decision-making.

Qualifications

• Hold the CERTIFIED FINANCIAL PLANNERTM designation.
• Proven experience practicing in the securities industry with a solid understanding of financial analysis and investment management advisory services.
• Fully licensed as IAR (Series 65 or 66).
• Familiarity with financial software tools for financial planning and client relationship management systems.
• Currently manage at least 30 client relationships and $35M in client investments.
• Excellent communication skills with the ability to explain complex financial concepts clearly and confidently to clients.

Join us in shaping the future of wealth management!

Pay: $110,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Tuition reimbursement

Work Location: In person