Wealth Management Advisor

Seeking an experienced Wealth Management Advisor & Financial Planner to provide comprehensive financial planning and investment guidance to high-net-worth clients. This dual-role position involves managing client relationships, developing personalized financial plans, and delivering strategic advice related to investments, retirement, tax planning, insurance, and estate planning. Key Responsibilities Manage and maintain long‑term client relationships. Provide investment and portfolio management recommendations aligned with client goals. Develop and update comprehensive financial plans covering retirement, tax, insurance, and estate planning. Conduct in‑depth financial discovery meetings and offer actionable guidance. Collaborate with internal teams to ensure exceptional client service. Participate in networking and community events to build professional relationships. Qualifications CFP certification required or completion expected within 12 months; CPA preferred. Experience in financial planning or wealth advisory roles with direct client interaction. Strong understanding of tax planning, retirement strategies, insurance, and estate planning concepts. Excellent communication, relationship management, and organizational skills. Bachelor's degree in Finance, Business, Economics, or a related field. Series 7, 65, or 66 licenses preferred. Proficiency with financial planning and CRM tools, along with Microsoft Office applications. #J-18808-Ljbffr