Senior Wealth Advisor

Job Description

We are currently seeking experienced Wealth Advisors to join our client in various locations nationwide. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join our clients leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.

With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.

Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

Build and manage a book of business by developing strong client relationships and providing best-in-class client experience

Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve

Collaborate with internal specialists to deliver integrated solutions

Identify and pursue new business opportunities through referrals, networking, and strategic outreach

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

5+ years of experience as a Financial Advisor or Wealth Advisor

Proven track record of client acquisition and asset growth

Background in a wirehouse, independent broker-dealer, bank, or RIA environment

Financial planning experience preferred

CFP®, CFA, or other professional designations preferred

Bachelor’s degree in Finance, Business, Economics or related field preferred

Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.