Wealth Advisor

About the Role

As a wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy aligned with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Work with the wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.
• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs.
• Effectively work with your team and available resources in support of our clients, executing client requests and updating information.
• Active participant in obtaining new clients in partnership with strategic relationships and community networks.
• Commitment to continuing education, training, and talent development at all levels, including training and mentoring new associate wealth advisors and client service associates.

Qualifications

• Bachelor’s degree required.
• 5+ years’ experience working in financial planning, accounting, legal, or other relevant fields.
• Series 65, CFP, or CFA required.

Skills & Knowledge

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.
• Previous experience with high net worth or ultra-high net worth clients.
• Mastery of financial planning and investment software products (e.g., eMoney, MoneyGuide Pro).
• Highly effective interpersonal, relationship management, and communication skills.
• Demonstrated talent development experience, including training new staff and mentoring interns.
• Excellent organizational and time management skills in a high-energy environment to manage multiple priorities.
• Strong attention to detail.

Note: All Wealth Advisors must have a clean U4 with no disclosures.

About Us

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth, and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance.