Wealth Advisor; Global Wealth Management Firm
About the role
This firm is expanding their US presence and seeking a highly qualified and experienced Wealth Advisor to join their growing team across key markets. The Wealth Advisor will be a key stakeholder and decision maker in the firm's exciting expansion plans.
Responsibilities
- Managing and developing relationships with an existing portfolio of HNW/UHNW clients
- Delivering tailored financial planning and investment strategies aligned to client goals
- Actively engaging and reactivating relationships within the book to drive growth
- Collaborating with internal specialists to provide holistic wealth solutions across planning, investments, and more complex needs
- Building a disciplined, process-driven practice with a focus on long-term client retention and expansion
Qualifications
- Minimum of 4+ years of experience in wealth management or financial advisory
- FINRA licenses (Series 7 and 63; 65 or 66 required or obtainable upon hire)
- Demonstrated experience managing a book of business and maintaining client relationships
- Strong financial planning and investment knowledge, with a consultative approach
- Pioneered or demonstrated proven ability to communicate effectively with clients and navigate complex conversations
- Planning designation (CFP) or progress toward certification is a plus
Company Benefits/Overview
The platform offers a competitive compensation structure inclusive of base salary and performance-based incentives. Advisors also benefit from a robust and highly competitive benefits package, including comprehensive healthcare coverage, a strong retirement program, and additional resources designed to support long-term financial and personal well-being. Beyond compensation, the platform provides access to a curated client base, a strong internal support network, and a clearly defined career path with meaningful long-term upside. The firm emphasizes sustainable growth, professional development, and a relationship-driven culture focused on building lasting success for both clients and advisors.