Job Description
Job Description
Base Salary: $100,000 to $150,000 DOE
Additional Compensation: Revenue Sharing / Performance-Based Earnings
Schedule: Primarily Onsite
Position Overview
An established financial services organization is seeking an experienced Wealth Advisor to join its growing practice.
This opportunity is designed for a relationship-driven advisor who combines sophisticated wealth planning expertise with an entrepreneurial approach to business development.
The ideal candidate has experience advising affluent and high-net-worth clients, developing new relationships, and delivering comprehensive financial strategies across investments, retirement, tax planning, and broader wealth management needs.
Key Responsibilities
- Develop and maintain relationships with affluent and high-net-worth clients
- Provide comprehensive wealth and financial planning guidance
- Develop customized investment and long-term financial strategies
- Identify and cultivate new client relationships through prospecting, networking, and referrals
- Grow and manage a book of business
- Conduct client meetings and ongoing portfolio reviews
- Partner with internal resources to deliver a high-level client experience
- Maintain current knowledge of investment markets, planning strategies, and industry developments
Qualifications
- 3+ years of relevant wealth management or financial advisory experience
- Demonstrated experience working with affluent or high net worth clients
- Strong financial planning and investment management knowledge
- Proven ability to develop new client relationships and grow business
- Series 65 or appropriate advisory licensing
- Excellent relationship management, communication, and presentation skills
- CFP designation is highly valued
- RIA experience strongly preferred
The Opportunity
This is an opportunity for an accomplished advisor who wants the resources and infrastructure of an established organization while retaining the entrepreneurial opportunity to build and grow a substantial practice.
The compensation structure includes a $100,000 to $150,000 base salary, depending on experience, plus revenue sharing and performance-based earning potential.
Qualified Wealth Advisors interested in a confidential conversation are encouraged to apply.