Wealth Advisor

Wealth Advisor

Job Category: Operations Requisition Number: WEALT001305

Posted: July 7, 2026

Full-Time On-site Salary: $24,000 USD per year Chantilly Montgomery, AL 36117, USA

Job Details

Description

Essential Functions & Responsibilities:

• Supports the implementation of investment strategies and execution of trades under the direction of management.

• Maintains accurate and timely trade execution records with strict adherence to regulatory and compliance standards.

• Monitors and manages client portfolios, ensuring alignment with established investment objectives and risk profiles.

• Addresses and resolves client inquiries or service issues with professionalism and efficiency.

• Manages and maintains scheduling, documentation, and administrative workflows to ensure operational efficiency.

• Assists in preparing materials for client meetings, portfolio reviews, and investment proposals.

• Upholds strict confidentiality of all client information and investment transactions.

• Meets with clients and prospects at designated branch locations to support relationship-building efforts.

• Supports management in identifying opportunities to expand wallet share and deepen client relationships.

• Cultivates a personal book of business with strategic guidance, earning commission based on performance.

• Ensures timely completion of all required continuing education, RegEd modules, and CE requirements for securities and insurance licenses.

• Executes tasks with full adherence to industry regulations, organizational policies, and risk management frameworks.

• Progresses toward Financial Advisor status through structured learning, performance milestones, and mentorship by management.

• Demonstrates ownership in personal growth by actively developing technical competencies in investment products, market analysis, and financial planning tools.

• Stays informed of industry trends, regulatory changes, and investment strategies.

• Contributes to a collaborative, knowledge-sharing environment focused on long-term success and operational integrity.

• Maintains a member first mindset.

• Upholds core values and builds team member and customer relationships.

• Completes all training as required.

• Performs other duties as assigned.

Qualifications

Licenses & Certifications

Required

Life/Health Insurance

Series 7

Series 66

Securities Industry Ess

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.