Wealth Advisor

Key Responsibilities

• Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice
• Develop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategies
• Conduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goals
• Serve as the primary contact for clients, providing ongoing counsel and education
• Partner with internal specialists (trust, tax, investment, planning and estate professionals) to deliver integrated wealth solutions
• Collaborate with Wealth Administrators and Associates to ensure client service standards are met
• Guide clients through complex financial decisions with clarity and confidence
• Maintain data on clients in system of record and CRM

Qualifications

• CFP® designation and/or CTFA credential required (or in progress with a defined timeline to completion)
• Bachelor’s degree in Finance, Business, or a related field
• Minimum of 10 years of experience in financial planning, wealth advisory, trust services, or related field
• Strong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategies
• Demonstrated ability to build and sustain client relationships
• Excellent communication, presentation, and interpersonal skills
• Commitment to providing exceptional client service and putting clients’ best interests first

PREFERRED QUALIFICATIONS

• Experience serving high-net-worth or ultra-high-net-worth clients
• Familiarity with financial planning tools and CRM systems