Wealth Advisor

Department:
Sales and Planning

Job Status: Full

Reports To: VP, Sales and Planning

Amount of

Travel Required:

10%

Work Schedule: M-T, 8am-5pm, F 8am-4pm

• Develop and maintain long-term relationships with new and existing clients alongside Senior Wealth Advisor/Partner
• Create and implement in-depth financial plans, including retirement planning, tax strategies, estate planning, and risk management
• Provide tailored investment advice based on clients' objectives, risk tolerance, and time horizon
• Identify and pursue new business opportunities through various Diversified lead sources and through organic referrals
• Ensure all recommendations and actions comply with regulatory standards and the firm’s internal policies
• Educate clients on market trends, investment strategies, and financial products, empowering them to make informed decisions
• Work with internal and external partners to deliver comprehensive wealth management solutions
• Partner closely with Paraplanner/Senior Paraplanner to ensure clients are provided with a first class experience in a variety of areas including account servicing, financial plan deliverables and implementation of recommendations.

• Unlimited vacation & every other Friday off
• Competitive compensation structure
• Company provides at no cost personal financial planning, tax preparation and initial estate planning creation
• Company pays for all necessary licensing and certifications
• Access to group health, life, and disability insurances
• 401k with company contribution
• Hybrid work environment after initial probation period

Job Type: Full-time

Pay: $90,000.00 - $ per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Financial planning: 3 years (Preferred)

Work Location:

Hybrid remote in Wilmington, DE 19803

• Bachelor’s degree in Finance, Economics, Accounting, or a related field. A Master’s degree or MBA is a plus.
• Series 66 required, CFP preferred.
• 5+ years of experience in wealth management, financial planning, or investment advisory services, with a proven track record of managing client relationships.

• Strong knowledge of financial planning and investment management principles.
• Excellent interpersonal and communication skills.
• Analytical thinking and problem-solving abilities.
• Ability to manage and prioritize multiple tasks and deadlines.
• Proficient in financial planning software and CRM systems.

• Self-motivated drive to succeed in a fast-paced environment as part of a full advisor team (Senior Wealth Advisor/Partner, paraplanner, admin, etc.).
• Desire to learn from Senior Wealth Advisor/Partner.
• Aspirations to grow into Senior Wealth Advisor/Partner role.