Wealth Advisor

About the role

A Wealth Advisor is needed to join an established team in Palm Beach, FL, serving existing clients and generating warm referrals. The role involves leading planning, reviews, and service rather than building a book from scratch. Training is available for a CPA with HNW tax experience or a JD with T/E background.

Responsibilities

• Lead client planning, reviews, and service
• Generate warm referrals for existing clients
• Participate in onboarding new clients
• Collaborate with the team to provide comprehensive financial advice

Requirements

• 2-10 years of experience in wealth management, tax, law, or accounting
• Series 65 license or must obtain within 6 months
• CFP, CPA, or JD preferred
• Local to Broward/Palm Beach County

Benefits

Mentorship and long-term career growth are provided for the right candidate.

Pay

Details TBD

Schedule

Onsite – Palm Beach County