Wealth Management Advisor

The Role

You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.

Requirements

• Active Series 7, Series 66, and Life, Accident & Health licenses
• Minimum of 3 years of experience in wealth management or financial services
• Demonstrated experience in financial planning and investment portfolio management

Skills & Attributes

• Proven ability to build trust and sustain long-term client relationships
• Strong analytical mindset with sound judgment and a results-driven approach
• Clear, confident communicator—able to translate complex financial concepts for clients at any level of financial sophistication
• Uncompromising commitment to integrity, ethical standards, and regulatory compliance

Compensation

• Competitive commission structure with performance-based bonuses
• Practice allowances to support your transition and ongoing operations
• Compensation structured to reflect the strength and scale of the book of business you bring

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance