Company Summary:
A leading financial services and retirement-focused organization is seeking a Wealth Management Advisor to join its growing advisory team. This role offers the opportunity to work directly with high-net-worth and ultra-high-net-worth individuals, providing comprehensive financial planning, retirement guidance, and investment advice while building long-term client relationships. Advisors benefit from warm leads, an established client base, and a planning-focused culture that prioritizes relationship management over transactional selling.
The Wealth Management Advisor will be responsible for…
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Conducting client discovery meetings and developing comprehensive financial plans
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Advising clients on retirement planning, investment management, wealth preservation, and broader financial goals
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Building and maintaining long-term relationships with high-net-worth and ultra-high-net-worth clients
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Identifying opportunities to expand client relationships and grow assets under management
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Partnering with internal specialists to deliver holistic wealth management solutions
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Proactively engaging warm leads and existing company relationships to generate new business opportunities
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Providing ongoing portfolio reviews and financial planning recommendations
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Delivering an exceptional client experience while serving as a trusted advisor
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Staying current on market trends, investment strategies, and retirement planning developments
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Contributing to the continued growth of the advisory practice through both planning and business development efforts
The Wealth Management Advisor should have the following qualifications:
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3+ years of experience in wealth management, financial planning, or financial advisory services
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Experience working directly with high-net-worth clients
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Strong financial planning and retirement planning experience
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Demonstrated ability to develop and maintain client relationships
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Business development and sales experience within a wealth management environment
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Strong communication and relationship management skills
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CFP designation preferred
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FINRA licenses preferred but not required to be currently active
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Ability to balance advisory responsibilities with new client acquisition efforts
