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 $63,000 – $108,000 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
- 2+ years of experience in financial planning, accounting, legal, or related professional services
- Series 65 or CFP required
What you’ll do
- Collaborate with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients
- Prepare customized financial plans and portfolios through research and solution analysis
- Support client needs by executing requests, updating records, and following up on open items
- Help retain and grow meaningful client relationships through ongoing support and engagement
- Partner with the team during the sales process to develop new client relationships
- Build proficiency in investment and financial planning software tools
Apply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.