Wealth Advisor
A leading financial services firm is seeking an experienced Wealth Advisor to join its established, but growing platform across the US. As one of the most well-respected names in financial services, with over $1trillion in AUM, and a long-standing reputation of managing the financial wellbeing and assets of HNW individuals, this is an excellent opportunity for an experienced Wealth Advisor who is looking to further their practice's capabilities. The ideal candidate for the Wealth Advisor role will possess deep financial planning expertise along with excellent relationship management abilities.
Wealth Advisor Responsibilities:
- Serving as the primary point of contact for high-net-worth clients, helping them navigate complex financial decisions and life transitions
- Delivering customized financial strategies aligned to client goals, always acting in their best interest
- Expanding existing relationships and identifying opportunities to grow your practice
- Partnering with internal specialists to provide comprehensive, forward-thinking advice
- Taking an entrepreneurial approach to building a long-term, sustainable book of business
Wealth Advisor Requirements:
- 5+ years managing client relationships and a book of business within wealth management or financial advisory
- Strong knowledge of investment strategies and financial planning solutions
- A relationship-first mindset with the ability to build trust quickly and authentically
- A proactive, solutions-oriented approach with a desire to make a tangible impact
- Ability to operate independently while being accountable for growth and performance
- Active FINRA Series 7 and 63 (or equivalent), with Series 65/66 preferred or required
- Willingness to obtain Life & Health licenses within a defined timeframe if not already held
- CFP, CFA, or progress toward a designation
- Experience working with high-net-worth or mission-aligned client segments
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