Wealth Advisor

Advisor Group

22h•Remote

About The Position

Whitehouse Station is seeking an experienced Wealth Advisor who is looking for a client first firm focused on supporting the continued growth of the client base. This role is designed for an advisor who values a collaborative work environment and wants to be part of a highly ethical, service driven team providing strong operational infrastructure, and resources to accelerate growth.

Requirements

3-5+ years of active advisory experience acquiring and servicing an existing book of business.
Excellent relationship‑building skills and a strong commitment to client service.
Ability to communicate complex financial concepts clearly and confidently.
Strong organization, follow‑through, and documentation habits.
High School Diploma or GED equivalent (minimum required) or undergraduate degree (preferred)
FINRA Series 7 and Series 66 required, CFP designation preferred

Nice To Haves

CFP Designation.
Life and Health Insurance Licensed.
Experience onboarding clients with various custodians.
Knowledge and ability to complete a financial plan using Emoney.
Experience as primary client relationship manager for specified book of business.

Responsibilities

Conduct discovery meetings to understand client goals, risk tolerance, and financial priorities.
Provide tailored financial advice, create comprehensive financial plans, and customize investment strategies aligned with client objectives.
Service new & existing clients with the highest level of care while transitioning them smoothly into the firm.
Prepare and execute trade instructions in accordance with firm procedures and regulatory standards.
Generate investment reports and performance analyses for ongoing client reviews.
Meet regularly with clients to conduct portfolio reviews, recommend adjustments, and maintain long-term planning relationships.
Document client meetings and actions thoroughly and enter notes into the CRM; assign follow‑ups when needed.
Attend new-client and prospect appointments with firm leadership when appropriate.
Participate in practice‑growth activities such as seminars, workshops, networking events, and referral outreach.
Represent the firm professionally in the community and industry.
Uphold firm ethics, confidentiality standards, and compliance requirements at all times.
Coordinate with custodians such as Fidelity and Schwab to support account servicing needs
Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing
Collaborate closely with team members within a team-based client service structure