Wealth Planning Advisor

Raymond James•Fort Myers, FL

1d•Onsite

About The Position

Uhler Vertich White Advisors is a wealth management and financial planning firm serving affluent and high-net-worth families with a comprehensive, planning-driven approach. The firm addresses investment management, retirement, tax, estate, trust, insurance, and intergenerational wealth transfer matters, working with clients’ attorneys, accountants, and other professional advisors to develop tailored solutions. The Wealth Planning Advisor works closely with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients and contribute to practice growth through business development and asset gathering. The role involves participating in client meetings, preparing financial plans and recommendations, coordinating follow-up, and serving as a resource to clients. It calls for strong technical planning capabilities, relationship management skills, and interest in helping clients navigate complex tax, estate, retirement, and wealth transfer considerations. The position is onsite, with no travel indicated in the position details. The posting describes medical coverage and an HSA contribution, dental and vision insurance, life and long-term care insurance, retirement benefits, PTO, and market holidays. It also clarifies that the hiring entity is an independent Raymond James branch and that employment and benefits, if offered, are provided by the branch rather than Raymond James.

Requirements

Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
FINRA Series 7 and Series 66 licenses, or equivalent.
Demonstrated experience working directly with clients in a wealth management environment.
Strong understanding of investment management and comprehensive financial planning.
Excellent communication and relationship-building skills.

Nice To Haves

CFP® certification is strongly preferred.
Other advanced wealth management designations such as ChFC®, CFA®, CIMA®, CPWA®, or CRPC®.
Experience serving affluent or high-net-worth clients.
Knowledge of retirement income planning, tax-efficient investing, and estate planning strategies.
Experience collaborating with attorneys and accountants on client planning matters.

Responsibilities

Develop and deliver comprehensive financial plans tailored to client goals and objectives.
Analyze client financial situations and recommend strategies related to retirement, investment, tax, insurance, and estate planning.
Help clients implement recommendations and monitor progress toward their objectives.
Participate in ongoing plan reviews and adjust plans as client circumstances evolve.
Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies.
Build and maintain relationships with existing clients and their families, serving as a trusted advisor and consistent point of contact.
Conduct review meetings and ongoing planning discussions, and provide proactive communication and personalized service.
Support relationship continuity across multiple generations of client families.
Prepare for client meetings through financial plan analysis, agenda creation, and meeting materials; shadow and participate in meetings alongside senior advisors.
Document client conversations, recommendations, and action items.
Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time.
Collaborate with advisors, operations staff, accountants, attorneys, and other professional partners.
Cultivate referral opportunities within existing client relationships and professional networks.
Develop new client relationships, contribute to asset growth, represent the firm professionally, and support firm growth initiatives while maintaining client service standards.
Manage multiple client projects and planning engagements simultaneously; track recommendations through completion and maintain detailed client records and planning documentation.
Demonstrate ownership, accountability, and follow-through on commitments.