Wealth Advisor

OneDigital • Orlando, FL

29d

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 position combines client interaction, financial analysis, and sales strategy, while supporting business development through events, campaigns, prospect meetings, and proposals. It uses expertise in financial planning, investments, and retirement solutions to cultivate and maintain client relationships through referrals, educational workshops, and participant meetings. The role 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.
• Demonstrated discipline 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 personnel and financial data.
• Regular and predictable attendance.
• Ability to travel for business up to 25%.
• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors, or demonstrate a strong likelihood of obtaining the necessary licensure within a period of time described as “XX days of hire.”
• Valid relevant securities license or qualifying designation; listed pathways include Series 65, CFP, CFA, CIC, ChFC, PFS, and, in limited circumstances, Series 7/66.
• At least 2 years of financial advisory experience.
• Bachelor’s degree in Business, Economics, Finance, or a related field, or relevant experience in retirement plan sales.

Nice To Haves

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

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 changing 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.
• Convert leads into wealth management clients by advancing them through the sales pipeline.
• 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

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

What This Job Offers

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