Wealth Advisor

Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to provide comprehensive financial planning and investment guidance to individuals and families. The Wealth Advisor will develop customized strategies to help clients meet short- and long-term financial goals, manage risk, and build wealth. This role combines relationship management, financial analysis, and regulatory compliance to deliver trusted advice and grow a sustainable client base. This W2 position has the flexible option to work on a hybrid schedule.Key ResponsibilitiesConduct comprehensive financial planning sessions to assess clients' goals, risk tolerance, cash flow, assets, liabilities, and tax considerations.Develop and present customized financial plans, investment strategies, retirement plans, and insurance recommendations tailored to client needs.Recommend and implement investment portfolios, monitor performance, and rebalance holdings to maintain alignment with objectives and risk profiles.Provide ongoing client service, including periodic plan reviews, performance updates, and adjustments based on life events or market changes.Build and maintain strong client relationships through proactive communication, education, and exceptional service to drive retention and referrals.Work collaboratively with internal teams (tax professionals, estate planners, operations) to coordinate holistic solutions for clients.Ensure compliance with industry regulations and company policies; prepare and maintain accurate client documentation and disclosures.Prospect for new clients through referrals, networking, community events, and targeted outreach to expand the client base.QualificationsBachelor's degree in Finance, Economics, Accounting, Business, or related field, or equivalent experience.Certified Financial Planner (CFP) designation preferred; strong working knowledge of fiduciary planning standards.Active Series 65 license or willingness to obtain; other securities registrations a plus.Proven experience as a Financial Advisor, Financial Planner, or similar role with a record of building and managing client relationships.Solid understanding of investment products, portfolio construction, retirement planning, tax-efficient strategies, and insurance solutions.Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly to diverse clients.Strong analytical skills, attention to detail, and proficiency with financial planning software and Microsoft Office.