Wealth Management Advisor

Our client seeks a Wealth Advisor in the financial planning and advisory department to join their team in a full-time capacity. The Perks! Compensation: $90,000 - $120,000, based on experience Benefits: 401k in progress, newly implemented health, life, and dental insurance, paid time off Special perks: no time clock culture, seasonal early office closure on Fridays, profit sharing across company, flexible schedule for client meetings A Day in the Life of the Wealth Advisor In this role, you’ll serve as the primary point of contact for clients, guiding them through holistic financial planning strategies while helping them achieve their long-term goals. You’ll balance relationship management, financial plan development, and business growth initiatives, contributing directly to the firm’s success. This position plays a key role in delivering a high-quality client experience while driving new business and strengthening strategic partnerships. Responsibilities Serve as the primary advisor and relationship manager for clients Conduct client meetings, reviews, and present financial planning and investment recommendations Develop and implement comprehensive financial plans aligned with client goals Analyze investments, insurance coverage, retirement plans, and tax strategies Collaborate with clients’ external advisors to deliver holistic financial guidance Drive new business development through prospect meetings and follow-ups Maintain and grow existing client relationships while meeting annual growth goals Support and participate in client events and firm marketing initiatives Utilize CRM tools (e.g., Redtail) to manage client service requests and workflows Partner with leadership on firm strategy, operations, and financial goals Ensure compliance with firm policies, procedures, and industry regulations Mentor and support team members in financial planning and business development Contribute to process improvements and operational efficiency initiatives Requirements and Qualifications 5+ years of experience in a financial advisor or wealth management role Proven ability to develop and manage client relationships/strong book of business Series 65 license required Prior holistic financial planning experience Strong business development/prospecting experience Excellent written and verbal communication skills Proficiency in planning software + independent client management + in-office requirement Ability to prioritize tasks and manage time effectively Willingness to travel up to 25% #J-18808-Ljbffr IsoTalent