Wealth Advisor

About the role

The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through their wealth management journey while building and nurturing a robust client portfolio. Advisors will engage in business development activities, including both cold outreach and client referrals. The role demands strong technical expertise in investments and tax strategies, along with a commitment to holistic financial planning. Successful candidates will thrive in a collaborative environment, leveraging extensive resources to foster client relationships and drive growth.

Responsibilities

• Provide comprehensive financial planning and investment strategies to clients
• Engage in business development through cold outreach and client referrals
• Inherit and manage a portion of an existing client book
• Conduct client meetings and presentations to discuss financial goals
• Collaborate with a Portfolio Manager and support staff for administrative tasks
• Utilize marketing resources to generate leads and cross-sell services
• Maintain a proactive approach to client relationship management

Requirements

• 5-7 years of experience as a financial advisor, with strong wealth planning and technical expertise in investments and tax strategies
• A proven track record in client acquisition and business development
• RIA background is required
• Series 65 license is required
• Bachelor’s degree is strongly preferred
• CFP designation is preferred
• Experience with Moneyguide Pro is preferred

Benefits

• Unlimited PTO, termed as life/balance PTO
• Opportunity to purchase company stock with initial shares awarded upon joining
• Access to HMO and PPO medical options