Wealth Advisor

Job Description

Our client is an independent Registered Investment Advisor (RIA) looking to add a growth-oriented Wealth Advisor to its team. This individual will work directly with high-net-worth clients, providing comprehensive financial guidance while playing an active role in expanding the firm’s client base. The ideal candidate combines strong planning and relationship management skills with a demonstrated ability to generate new business and develop lasting relationships.

Responsibilities

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• Manage and deepen relationships with high-net-worth clients, serving as a trusted resource for their financial needs.
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• Lead client meetings and provide ongoing advice as financial circumstances and objectives change.
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• Develop strategies across retirement, investments, tax considerations, estate planning, insurance, and risk management.
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• Partner with internal team members to coordinate planning and deliver a high level of client service.
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• Actively generate new business by identifying prospects, building referral networks, and developing relationships.
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• Manage prospective clients throughout the business development process, from initial outreach and discovery through conversion and onboarding.
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• Help expand the firm’s presence in the market and contribute to broader growth initiatives.
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Qualifications

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• 3+ years of experience in wealth management, financial planning, or investment advisory.
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• Strong business development experience is essential, with demonstrated success sourcing and converting new client relationships.
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• Experience independently leading client meetings and managing high-net-worth relationships.
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• Entrepreneurial and growth-oriented mindset with the ability to develop business while maintaining a high standard of client service.
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• Strong interpersonal, communication, and presentation skills.
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• Bachelor’s degree in Finance, Economics, Business, or a related field preferred; CFP, CFA, or other relevant credentials a plus.
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• Experience with financial planning, CRM, and portfolio management platforms.
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