Wealth Advisor

Job Description

Job Description

Wealth Advisor

Wealth Advisor

Position Overview
We are seeking a client-focused Wealth Advisor to deliver comprehensive financial planning and investment management services to high-net-worth individuals and families. The Wealth Advisor will build and manage long-term client relationships, develop customized wealth strategies that align with clients goals and risk tolerance, and coordinate with internal teams to deliver integrated solutions. The ideal candidate will hold a CFP designation and possess strong advisory experience in wealth management.

Key Responsibilities

• Develop and maintain deep, trust-based relationships with high-net-worth clients through regular meetings, proactive outreach, and responsive service.
• Create comprehensive financial plans addressing investments, retirement planning, tax strategies, estate planning, insurance, and cash flow management tailored to each clients objectives.
• Manage client investment portfolios, including asset allocation, security selection, performance monitoring, and rebalancing in line with clients risk profiles and goals.
• Provide objective advice and educate clients about market conditions, financial products, and strategies to help them make informed decisions.
• Coordinate with internal specialists (tax, trust, insurance, private banking) and external advisors (attorneys, accountants) to deliver integrated wealth solutions.
• Prospect for and onboard new clients through referrals, networking, and targeted business development activities to grow AUM and client base.
• Prepare client proposals, investment policy statements, performance reports, and other documentation to support recommendations and reviews.
• Ensure compliance with regulatory requirements, firm policies, and fiduciary standards; maintain accurate client records and documentation.
• Participate in practice management activities, contribute to team initiatives, and mentor junior advisors or associates when applicable.

Qualifications

• Certified Financial Planner (CFP) designation strongly preferred.
• Bachelors degree in Finance, Economics, Business, or related field; advanced degree or relevant certifications a plus.
• Experience as a financial advisor or wealth manager serving high-net-worth clients, with a demonstrated track record of growing and retaining client relationships.
• Deep knowledge of investment products, portfolio construction, risk management, retirement planning, tax-aware strategies, and estate planning fundamentals.
• Strong interpersonal, communication, and presentation skills with the ability to explain complex financial concepts in simple terms.
• Business development skills with a proven ability to generate referrals and new client relationships.
• High ethical standards, client-first mindset, and commitment to fiduciary responsibility and regulatory compliance.
• Proficiency with financial planning software, CRM systems, and portfolio management tools; comfort analyzing financial statements and market data.

- 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.