Wealth Management Advisor

Overview

Our client is looking for an experienced Wealth Advisor who’s passionate about building long-term relationships and guiding high-net-worth clients through the complexities of wealth management. If you're someone who thrives on making a real difference in clients’ lives, helping them plan not just for their finances, but for their legacies, this is your chance to join a firm where your expertise is truly valued.

You’ll have the opportunity to work with a wide range of clients, from business owners to multigenerational families, offering personalized strategies that align with their values and goals. Backed by one of the most sophisticated platforms in the industry, you'll have the tools, research, and support to grow a practice around the client segments you’re truly passionate about.

• Build strong, lasting relationships with high-net-worth clients, helping them navigate complex financial decisions
• Deliver tailored advice across wealth, tax, estate, and philanthropic planning
• Collaborate with a dedicated team of specialists to create customized solutions
• Expand your network through community engagement and trusted partnerships
• Represent a firm known for its integrity, personalized service, and innovative approach

• 5-10 years of financial services experience working with high-net-worth clients
• Strong, established network and the ability to cultivate meaningful relationships
• Passion for helping clients make informed decisions about their financial future
• Communication skills and an ability to connect with people on a deeper level
• Genuine interest in ongoing professional development and staying ahead of industry trends

• Earning Potential: $150,000 – $200,000+ in your first year, with room for significant growth
• 401(k) Plan:
  Secure your future with retirement savings support
• Time Off:
  Paid holidays and generous PTO to recharge and reset