Wealth Management Advisor

Overview

We are a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits. We are seeking an energetic and driven Senior Wealth Management Advisor to join our fast-growing Mid-West Team.

As a Wealth Management Advisor, you will:

• Manage a portfolio of over 100 Wealth Management clients.
• Ensure high levels of client retention by providing ongoing service, cultivating strong relationships, and delivering regular portfolio reviews.
• Assist clients with complex financial planning.
• Collaborate with the wealth management team to build customized investment portfolios, including stocks, bonds, ETFs, structured notes, and alternative investments.
• Contribute to building new client relationships in partnership with strategic partners.

The ideal candidate will possess:

Qualifications:

• Bachelor's degree required.
• A minimum of 7 years in the financial services industry, preferably working with high-net-worth individuals.
• Proven success in client relationship building, needs identification, and solution recommendations.
• Willingness to travel, including occasional trips to our corporate offices in Utah.
• Ability to work in a fast-paced, collaborative team environment.
• Extensive knowledge of investment products, financial solutions, and strong presentation skills.
• Strong attention to detail, with excellent interpersonal and communication abilities.
• A professional demeanor, punctuality, and a strong work ethic.

Preferences:

• Certifications:
  
  Series 65 and/or CFP preferred, or a willingness to pursue additional education.

We provide a range of workforce opportunities:

• Benefits Package - see list below.
• Base Salary and competitive incentive opportunities.
• Mentorship and Career guidance support.
• Flexible and collaborate work culture.
• Encouragement and Support of work/life balance.

We offer a competitive compensation and benefits package, including:

• Base Pay: Competitive base salary (as listed in the posting).
• Revenue Share: Performance-based revenue-share opportunity that supplements base salary.
• Health Insurance:
  Multiple health plan options with significant employer premium coverage for health, dental, and vision insurance.
• Retirement Savings:
  Employer-matched retirement plan, fully vested, with covered administration and management fees.
• Paid Time Off:
  Paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service.
• Parental Leave:
  Paid maternity and paternity leave.
• Wellness & Additional Support:
  Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service.