Financial Advisor
Core Ventures LLC
The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities:
- Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities.
- Develop and implement personalized financial plans tailored to each client's individual needs and objectives.
- Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management.
- Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies.
- Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments.
- Conduct a thorough financial analysis to identify growth opportunities and mitigate risk.
- Collaborate with internal specialists to create comprehensive, tailored financial plans.
- Utilize financial software to track client progress and generate reports.
- Stay current on financial services trends, tax regulations, and securities law.
- 7+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm.
- 2+ years developing and managing relationships with high-net-worth clients.
- Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus.
- CFP, CFA, CPA, or similar professional designation strongly preferred.
- Solid background in financial sales or a related advisory field.
- Deep knowledge of estate planning, tax strategy, and wills & trusts.
- Expertise in wealth management, investment management, cash management, and portfolio management.
- Familiarity with accounting principles and CRM platforms.
- Strong research, analytical, and mathematical skills.
- Existing book of business a plus, but not required.
- Base and bonus.
- 401(k) with company contributions
- Health, dental, and vision insurance
- Health savings account (HSA)
- Life insurance
- Paid time off
Vacancy posted 2 days ago
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