Wealth Advisor

Job Description

Job Description

Wealth Advisor

Wealth Advisor

Position Overview
We are seeking an experienced Wealth Advisor to deliver comprehensive financial advice and personalized wealth management solutions to high-net-worth and near-high-net-worth clients. The Wealth Advisor will build and deepen client relationships, develop tailored financial plans and investment strategies, ensure compliance with regulatory requirements, and contribute to business development and client retention goals. This opportunity is for Advisors who are excited about challenging themselves to grow.

Key Responsibilities

• Develop and deliver comprehensive financial plans addressing investments, retirement, tax planning, estate planning, insurance and cash flow management.
• Provide ongoing portfolio management and investment advice aligned with client objectives, risk tolerance and time horizon.
• Build and maintain strong client relationships through regular reviews, proactive communication and exceptional service.
• Conduct client meetings to assess goals, update plans, and present recommendations and performance reports.
• Coordinate with internal specialists and external professionals to implement holistic solutions.
• Identify and pursue new business opportunities through referrals, networking, and targeted prospecting to grow assets under management.
• Ensure compliance with regulatory requirements and firm policies; prepare and maintain accurate client documentation and suitability records.
• Monitor market conditions, investment performance and client accounts; recommend portfolio adjustments as needed.
• Mentor junior advisors and contribute to practice management, including client segmentation, pricing and service models.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business or related field; advanced degree a plus.
• Series 65 or Series 66 registration, or interest in obtaining.
• Experience in wealth management, financial planning or investment advisory roles, with a proven track record working with high-net-worth clients.
• Excellent interpersonal, communication and presentation skills; ability to build trust and explain complex concepts clearly.
• High ethical standards, fiduciary mindset and commitment to client-first advice.
• Proficiency with financial planning software, portfolio management platforms and CRM systems.
• Ability to pass background checks and meet firm and regulatory compliance requirements.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/15/2026 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.