Wealth Advisor …

Role Overview

As a Wealth Advisor, you’ll be a trusted partner to individuals and families, providing personalized financial guidance and investment management tailored to their goals. You will collaborate with other advisors and internal teams to deliver a comprehensive wealth management experience. This role is ideal for someone passionate about building relationships, solving complex financial challenges, and helping clients achieve financial clarity and confidence.

Primary Responsibilities

• Collaborate with advisory and financial planning teams to deliver holistic financial strategies.
• Conduct detailed financial assessments, identifying client goals, risk tolerance, and priorities.
• Develop personalized financial plans covering investment strategies, retirement, estate, and risk management.
• Provide ongoing monitoring, reviews, and adjustments to client plans as circumstances and markets evolve.
• Serve as a trusted advisor, offering guidance to help clients achieve financial objectives.
• Stay current on industry trends, regulations, and best practices to ensure compliance and deliver relevant advice.
• Cultivate meaningful, long-term client relationships through proactive communication and exceptional service.

Qualifications

• 5+ years experience in the financial industry
• Bachelor’s degree in finance, business, economics, or related field; advanced degrees or certifications (CFP, CFA, ChFC, FINRA licenses) preferred
• FINRA Series 6, 7, 63, and 65 preferred
• Proven experience in financial planning, investment management, or wealth advisory roles
• Strong understanding of financial markets, investment solutions, and planning strategies
• Excellent analytical and problem-solving skills
• Outstanding interpersonal and communication abilities, with the ability to build rapport and explain complex concepts clearly
• Commitment to integrity, professionalism, and ethical conduct
• Proficiency with financial planning tools, eMoney and CRM systems, Practifi/Salesforce

Balefire

Balefire offers a competitive compensation package designed to reward performance and support your overall well-being. In addition to a base salary and incentive opportunities, we provide a comprehensive benefits program, including:

• Medical, dental, and vision insurance
• Retail savings plan with company match
• Health savings accounts and wellness resources
• Flexible paid time off and company holidays
• Opportunities for professional development and continuing education
• A collaborative and growth-focused work environment

Specific compensation details

will be discussed during the interview process.

Work Schedule

Monday through Friday, 8:00 AM – 5:00 PM

In-office position

Join Our Team

If you’re ready to help clients achieve clarity and confidence in their financial lives—and want to grow your career with a forward-thinking, collaborative firm—we invite you to apply. Join Balefire and be part of shaping the future of financial advisory.