Wealth Management Advisor

Key Responsibilities

• Serve as the primary advisor to high-net-worth clients, delivering tailored financial planning and investment strategies
• Build and deepen client relationships while proactively identifying opportunities to grow a book of business
• Guide clients through complex financial situations, including retirement planning and long-term wealth preservation
• Collaborate with internal specialists to provide holistic, client-centric solutions
• Take an entrepreneurial approach to practice development while maintaining a strong client-first mindset

Qualifications

• 5+ years of experience managing a client book within wealth management, private banking, or financial advisory
• Strong expertise in investment strategies, financial planning, and portfolio management
• Proven ability to build trust and maintain long-term client relationships
• Self-starter with the ability to operate independently and drive business growth

Licenses & Credentials

• FINRA Series 7 and 63 required; Series 65 or 66
• Life and Health Insurance License (or ability to obtain within 120 days)
• CFP or CFA designation preferred (or willingness to pursue)

Compensation & Benefits

• Competitive base salary plus performance-based variable compensation
• Earnings growth tied directly to book development and client outcomes
• Comprehensive benefits package including retirement plan, professional development support, and flexible work arrangements