Wealth Advisor

We have an opportunity for a relationship-driven, thoughtful Wealth Advisor to join a boutique independent RIA with a deliberately managed, high-trust client base.

This role is designed for an advisor who values depth over volume, proactive planning over reactive service, and wants to build long-term client relationships without the pressure of business development.

This is a non-sales role within a highly collaborative firm that screens aggressively for client fit and prioritizes trust, transparency, and real-world advocacy. The right advisor will step into an established planning environment with meaningful client interaction, strong internal support, and room to grow alongside senior partners.

DUTIES & RESPONSIBILITIES

• Serve as a primary or secondary advisor to clients, delivering comprehensive financial advice across planning, investments, and tax-aware strategies
• Prepare for and participate in client meetings, including agenda development, plan updates, and follow-up execution
• Collaborate closely with senior advisors on financial plan construction, recommendations, and ongoing refinement
• Provide proactive client support, including:
  
  • Tax planning coordination and preparation workflows
  • Medicare eligibility reviews, open enrollment support, and plan comparisons
  • Real-world guidance clients rely on beyond traditional portfolio management
• Ensure accurate documentation, task tracking, and follow-through within the firm's CRM and planning systems
• Contribute to continuous improvement of planning workflows, client experience, and service cadence
• Maintain a service-first mindset focused on long-term relationships, accountability, and client advocacy

QUALIFICATIONS

• 5-10 years experience as a Wealth Advisor, Associate Advisor, or similar client-facing planning role
• CFP certification strongly preferred , or active progress toward CFP with commitment to completion
• Planning-oriented mindset with interest in holistic financial advice (not product-driven or sales-focused)
• Strong interpersonal and communication skills; comfortable engaging with clients by phone, video, and in person
• Highly organized, detail-oriented, and accountable; able to manage multiple client priorities simultaneously
• Collaborative, humble, and comfortable in a "pitch-in" environment where no task is beneath anyone
• Interest in building a long-term career within a small, values-driven advisory firm