Wealth Advisor - AAF Wealth Management
About The Position
AAF Wealth Management is seeking a driven, relationship-focused Wealth Advisor to join our team in a unique advisor-to-lead transition role. This is not your typical advisory position. You’ll partner closely with firm leadership while developing into a lead advisor—building deep client relationships, delivering holistic financial planning, and growing your own book of business over time. If you’re entrepreneurial, client-focused, and passionate about integrated financial and tax planning, this is an opportunity to build both your expertise and your long-term career.
Requirements
- CFP® designation (required)
- 5–7+ years of experience in wealth management or financial planning
- Strong expertise in comprehensive financial planning (investments, retirement, estate concepts)
- Interest in or experience with tax planning strategies (EA a plus)
- Proven ability to build relationships and develop new business
- Entrepreneurial mindset with a proactive, self-starter approach
- Excellent communication skills and emotional intelligence
- A collaborative mindset and commitment to long-term growth
Nice To Haves
- Experience working with high-net-worth individuals and families (preferred)
Responsibilities
- Partner with senior advisors to learn planning philosophy, client strategies, and service approach
- Support client meetings, financial plan preparation, and ongoing client communication
- Build expertise in tax-aware financial planning in collaboration with our tax professionals
- Take an active role in client meetings and begin co-managing relationships
- Develop and present planning strategies, with a strong focus on tax efficiency
- Build relationships with clients and their families
- Lead client relationships and meetings with confidence
- Advise on complex planning topics including wealth transfer, charitable giving, and retirement strategies
- Drive business development through referrals, networking, and new client acquisition
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
