Wealth Foundations Advisor

WEALTH FOUNDATIONS ADVISOR

As an independent, nationally ranked investment advisory firm with offices nationwide, including in Los Angeles, San Francisco, Seattle, New York, and Chicago, they specialize in providing sophisticated financial planning and investment advice to high-net-worth families and they love what we do. Their firm has received multiple awards and has been named A Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, they have some amazing career opportunities for self-motivated, team-oriented professionals. As a Wealth Foundations Advisor , you will take ownership of client relationships, drive financial strategies, and execute solutions that help individuals and families achieve their financial goals. You will be at the forefront of financial planning, using best-in-class tools and industry expertise to deliver tailored, results-driven advice. Your Role: Cultivate deep, long-term client relationships by delivering comprehensive financial guidance, including investment analysis, strategic financial planning, tax optimization, charitable giving, and estate strategies. Develop and execute financial plans by analyzing client data, identifying opportunities, and implementing strategies for cash flow, investments, and risk management. Deliver insightful recommendations that help clients make informed financial decisions, presenting plans with clarity and confidence. Manage portfolio strategies by monitoring investments, identifying rebalancing opportunities, and optimizing tax efficiency. Own client meetings by crafting agendas, leading discussions, and driving follow-through on key action items. Drive business growth by identifying new planning opportunities, optimizing internal processes, and contributing to firm-wide initiatives. Champion client success by proactively seeking ways to enhance their financial journey and delivering a seamless, high-touch advisory experience. Desired Skills and Experience Bachelor’s or Master’s Degree. Series 65 required. CFP required or ability to obtain within one year of hire. 3+ years of industry experience in a client facing role working with high-net-worth individuals. Experience with eMoney or other financial planning tools preferred. Highly motivated, the affinity towards a self-starting work environment, and a sense of humor. As an Advisor you will be provided with: A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration. A comprehensive, modular planning process embedded into the digital client experience. Access to best-of-breed technology and open architecture structure of services and products. Professionally developed marketing, business development, and succession planning resources. Direct equity participation in the firm’s collective growth. At our firm, we foster a supportive, advisor-focused environment that allows us to concentrate on helping clients write the next chapter in their financial story and ultimately achieve their life goals. If you want to carve your own path while sharing our vision, we invite you to join us. #J-18808-Ljbffr Gaynor Staffing