Wealth Advisor

Responsibilities

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
• Effectively work with your team and available resources in support of our clients, executing client requests and updating information
• Active participant in obtaining new clients in partnership with strategic relationships and community networks
• Commitment to continuing education, training, and talent development, including training and mentoring new associates

Requirements

• Bachelor’s degree
• 5+ years of experience in financial planning, accounting, legal, or a relevant organization
• Series 65, CFP, or CFA certification required
• Clean U4 with no disclosures
• Experience with high net worth or ultra-high net worth clients
• Mastery of financial planning software such as eMoney or MoneyGuide Pro
• Knowledge of fee-based consulting, tax, mutual funds, money manager programs, and insurance

About the Company

We believe in giving associates progressive opportunities, actively nurturing professional growth, and giving back to the community. We are dedicated to building a diverse culture that fosters camaraderie, teamwork, and work-life balance.