Wealth Advisor - 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.