Job Description
Job DescriptionWealth Advisor (Hybrid) - Full Time
Our client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions.
Why join this team?
- Competitive pay with a base salary range of $70,200 – $125,000 annually
- Eligibility for incentive-based compensation programs
- Innovative, collaborative workplace with strong work-life balance
- Ongoing professional development, training, and growth opportunities
- Inclusive culture committed to diversity and community engagement
Requirements
- Bachelor’s degree
- 5+ years of experience in financial planning, accounting, legal, or related professional services
- Series 65, CFP, or CFA required
- Experience serving high-net-worth or ultra-high-net-worth clients
- Proficiency with financial planning and investment software (e.g., eMoney, MoneyGuide Pro)
- Strong interpersonal, communication, and relationship management skills
- Experience mentoring or training junior staff
- Excellent organizational, time management, and attention-to-detail skills
- Clean U4 with no disclosures
What you’ll do
- Partner with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients
- Prepare customized financial plans and portfolios through detailed research and analysis
- Lead and maintain client relationships, addressing ongoing needs and inquiries
- Collaborate with internal teams to execute client requests and maintain accurate records
- Support business growth by helping attract new clients through strategic and community relationships
Apply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.