Wealth Advisor Jobs

About The Position

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 2 or more years of experience in wealth management, financial planning, investment advisory, or financial services.
• CFP® designation completed, in progress, or willingness to pursue.
• Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies.
• Strong analytical and problem-solving skills with the ability to interpret complex financial information.
• Excellent verbal and written communication skills with a client service mindset.
• Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms.
• Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships.
• Interest in business development, networking, and cultivating long-term client partnerships.
• U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred.

Responsibilities

• Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services.
• Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software.
• Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items.
• Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies.
• Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations.
• Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs.
• Serve as a trusted point of contact for clients while developing relationship management and advisory skills.
• Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process.
• Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities.
• Stay current on financial planning concepts, investment strategies, and industry developments.
• Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors.
• Develop relationship management and business development skills through direct client and prospect interaction.
• Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families.
• Support networking, referral, and community engagement initiatives that contribute to firm growth.
• Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role.
• Demonstrate a commitment to developing a personal business development strategy and advisory practice over time.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance