Wealth Advisor

OneDigital • New York, NY

2d • $120,000 - $140,000

About The Position

The Wealth Advisor evaluates clients and prospects, understands their financial needs, and provides tailored advice to help them achieve their financial goals. The role combines client interactions, financial analysis, and sales strategy, and supports business development through events, campaigns, prospect meetings, and proposals. It applies expertise in financial planning, investments, and retirement solutions to build and maintain client relationships through referrals, educational workshops, and participant meetings. The position focuses on trusted relationships, comprehensive wealth management strategies, and exceptional client service.

Requirements

• Proven track record of exceeding sales goals.
• Strong understanding of financial planning principles, investment strategies, and relevant regulations.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Discipline in maintaining a sales pipeline and client information in a CRM.
• Ability to multitask and manage priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality and ability to adopt new solutions and interpret the impact of new laws for prospective clients.
• Ability to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance.
• Willingness to travel for business up to 25%.
• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
• FINRA license required.
• Must possess a valid relevant securities license or demonstrate a strong likelihood of obtaining the necessary licensure within 90 days of hire.
• At least 2 years of financial advisory experience.

Nice To Haves

• Bachelor’s degree in Business, Economics, Finance, or a related field, or relevant experience in retirement plan sales.
• Salesforce experience.
• Experience with financial planning software such as MoneyGuidePro.
• 2–5 years of industry-related sales experience.

Responsibilities

• Build trust with clients by understanding their financial needs, goals, and risk tolerance.
• Develop and present customized financial plans, collaborating with internal teams as needed.
• Provide ongoing communication and service to deliver an exceptional client experience.
• Meet with clients regularly to review progress and ensure investments remain aligned with their evolving needs.
• Advise clients on wealth management strategies, including asset allocation, investment management, and estate planning.
• Serve as a resource for clients with complex financial planning needs and retirement plan considerations.
• Stay informed about investment solutions to present to clients.
• Develop leads through OneDigital’s Workplace to Wealth strategy, educational events, networking, and referrals.
• Advance leads through the sales pipeline and convert them into wealth management clients.
• Collaborate with the service team on client onboarding and ongoing service activities.
• Support business development through events, campaigns, and prospect meetings.
• Document client interactions and lead-generation activities in the CRM system.
• Generate revenue through successful sales activities.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses according to company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level