Wealth Management Advisor

We are seeking a Financial Advisor to join a rapidly growing, high-performance wealth management firm supporting clients in the $1M+ range. This role blends financial planning, relationship management, and business development, with access to firm-generated leads and a clear path for long-term growth. The ideal candidate is driven, coachable, and thrives in an environment built on accountability, continuous improvement, and results. This is a strong fit for someone early in their advisory career who wants mentorship, structure, and the opportunity to scale quickly within a growth-focused platform. This position offers the opportunity to step into an active client pipeline, contribute to firm expansion, and develop into a high-producing advisor within a team-oriented environment.

DUTIES & RESPONSIBILITIES

Establish and develop new client relationships through firm-generated leads, referral channels, and internal business development efforts. Deliver comprehensive financial planning and investment guidance to a defined client base, primarily within the high-net-worth segment. Partner with senior advisors and leadership to support client strategy, planning, and ongoing relationship management. Participate in seminars, educational events, and marketing initiatives designed to drive client acquisition and engagement. Collaborate with internal teams to ensure a seamless client experience from prospecting through onboarding and ongoing service. Maintain consistent follow-up and communication with prospects and clients, building trust and long-term relationships. Stay current on financial markets, planning strategies, and industry trends while adhering to firm and regulatory standards. Engage in ongoing training, mentorship, and professional development opportunities.

QUALIFICATIONS

Bachelor’s degree in business, finance, economics, or related field preferred. 3–5 years of experience in financial planning, investment advisory, or wealth management. FINRA licensing required (Series 65 or 7/66); CFP® preferred or in progress. Experience working with high-net-worth clients strongly preferred. Strong communication and relationship-building skills with the ability to engage clients confidently. Highly motivated, self-directed, and comfortable in a performance-driven environment. Strong organizational and time management skills with attention to detail. Willingness to work in-office full-time and actively engage in a collaborative team setting. Compensation includes a base salary plus performance-based incentives tied to client acquisition, production, and growth. First-year total compensation ranges dependent upon experience, with significant upside in subsequent years based on performance. #J-18808-Ljbffr Windward Recruiting