Wealth Management Advisor
Wealth Management Advisor
Build a Meaningful Practice. Make a Lasting Impact.
As a Wealth Management Advisor, you will develop and grow a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. In this role, you will:
- Partner with clients to understand their financial goals and deliver customized wealth management strategies while acting as a fiduciary and always putting clients' interests first.
- Serve as the primary financial contact for clients, helping them navigate complex financial situations and prepare for retirement.
- Grow your practice by strengthening existing relationships and introducing clients to a broad range of wealth management solutions and services.
- Collaborate with internal specialists to provide comprehensive financial guidance and proactively address client needs.
- Bring a thoughtful, entrepreneurial mindset to business development while maintaining a client-first approach.
Qualifications
Required
- 5+ years of experience managing a book of business and building long-term relationships with affluent or high-net-worth clients.
- Strong knowledge of investment products, wealth management solutions, and financial planning strategies.
- Exceptional interpersonal and relationship-building skills with a proven ability to establish trust and credibility.
- Solutions-driven mindset with a passion for helping clients achieve their financial objectives.
- Ability to work independently while maintaining accountability for results.
- FINRA Series 7 and Series 63 licenses; Series 65 or 66 required.
- Life and Health Insurance License, or ability to obtain required licensing within 120 days of hire.
Preferred
- Active resident-state Life and Health Insurance License.
- Certified Financial Planner (CFP) designation or Chartered Financial Analyst (CFA) Level I.
- Commitment to continued professional development and advanced financial planning expertise.
Compensation & Career Growth
This is a performance-driven sales role offering a competitive base salary plus variable compensation tied to book of business growth, sales performance, and key performance metrics. Advisors who successfully build and expand their practice have opportunities for career advancement and increased earning potential.
Benefits
The organization offers a comprehensive benefits package that may include:
- Competitive retirement savings programs
- Tuition reimbursement and professional development support
- Flexible and hybrid work arrangements
- Ongoing training and career advancement opportunities
- Comprehensive health and wellness benefits
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.