Wealth Advisor

We are seeking a Wealth 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.

• 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.