Wealth Advisor - Wealth Management, CFP, Series 65

Job Description

Job Description

Wealth Advisor

Wealth Advisor

Position Overview
We are seeking a client-focused Wealth Advisor to provide comprehensive financial planning and investment management for high-net-worth and growing-wealth clients. The Wealth Advisor will build and maintain long-term relationships, develop customized strategies to meet clients financial goals, and act as a trusted fiduciary advisor. This role balances portfolio construction and risk management with broader planning for retirement, tax, estate, and legacy objectives.

Key Responsibilities

• Establish and nurture trusted relationships with clients through regular meetings and proactive communication.
• Develop holistic financial plans tailored to clients goals, including cash flow analysis, retirement planning, tax considerations, and estate planning coordination.
• Design, implement, and monitor investment strategies and diversified portfolios in line with each clients risk tolerance and objectives.
• Provide ongoing portfolio review and rebalancing, performance reporting, and recommendations for adjustments based on market conditions and life changes.
• Ensure compliance with regulatory and firm policies, maintain accurate client records, and adhere to fiduciary standards.
• Prepare client-facing materials, proposals, and periodic updates; deliver clear, timely answers to client questions.
• Participate in business development efforts, including prospecting, referrals, and community engagement to grow client relationships and assets under management.

Qualifications

• Bachelors degree in Finance, Economics, Business, or a related field preferred.
• Certified Financial Planner (CFP) designation strongly preferred.
• Series 65 license required (or willingness to obtain promptly if not currently held).
• 3+ years of experience in wealth management, financial planning, private client advisory, or a related role supporting high-net-worth clients.
• Demonstrated knowledge of investment strategies, asset allocation, risk management, and financial planning concepts.
• Strong communication and interpersonal skills with the ability to explain complex financial topics clearly to clients.
• High ethical standards and commitment to a fiduciary approach to advising clients.
• Proficiency with financial planning and portfolio management software (e.g., eMoney, MoneyGuidePro, Morningstar, Orion) and Microsoft Office.
• Ability to manage multiple client relationships, prioritize tasks, and work collaboratively within a team-oriented environment.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 09/04/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.

Salary

$75000 - $130000 USD per year