Wealth Management Advisor

Join a nationally recognized financial services organization committed to helping professionals achieve long-term financial security. This is an opportunity to step into an established client base while continuing to grow your own practice through meaningful relationships and fiduciary advice. What You'll Do: Manage and deepen relationships with high-net-worth and affluent clients Serve as a trusted advisor, helping clients navigate complex financial decisions and retirement planning Deliver customized investment and wealth management strategies aligned with client goals Collaborate with specialists across investments, planning, insurance, and wealth solutions Grow your practice by expanding existing client relationships and identifying new opportunities Provide exceptional service while maintaining a client-first, fiduciary approach What We're Looking For: 5+ years of experience managing a book of business and advising affluent clients Strong background in wealth management, investments, and financial planning Proven relationship management and business development skills Entrepreneurial mindset with a passion for helping clients achieve financial success Ability to work independently while leveraging a broader advisory team Required Licenses: FINRA Series 7 and Series 63 Series 65 or 66 Life & Health Insurance License (or willingness to obtain within a defined onboarding period) Preferred Qualifications: Experience serving high-net-worth individuals and retirement-focused clients Competitive base salary plus performance-based incentive compensation Opportunity to increase earnings as your practice grows Comprehensive benefits package, including retirement savings programs, tuition assistance, professional development support, and flexible work arrangements #J-18808-Ljbffr Larson Maddox