Wealth Management Advisor
Wealth Management Advisor
Rooted in Purpose. Driven by Client Success.
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 tailored wealth management strategies while always acting as a fiduciary in their best interests.
- Serve as the primary financial advisor for clients, helping navigate complex financial situations and guiding them through all stages of wealth accumulation, preservation, and retirement planning.
- Proactively expand your practice by strengthening existing client relationships and identifying opportunities to introduce additional wealth management solutions.
- Collaborate with internal specialists to provide comprehensive financial recommendations and anticipate evolving client needs.
- Bring a thoughtful, entrepreneurial, and client-focused approach to practice growth while maintaining an exceptional standard of service.
Qualifications & Experience
Required
- 6-8+ years of experience managing a book of business and building long-term relationships with affluent or high-net-worth clients.
- Strong expertise in investment management, retirement planning, and comprehensive financial planning.
- Certified Financial Planner (CFP) designation required.
- Exceptional relationship-building and communication skills with a proven ability to earn client trust and serve as a fiduciary advisor.
- Solutions-oriented mindset with a genuine passion for helping clients achieve their financial goals.
- Ability to work independently while maintaining a high level of accountability and professionalism.
- FINRA Series 7 and Series 63 licenses; Series 65 or 66 required.
- Life & Health Insurance License, or the ability to obtain within 120 days of hire.
Preferred
- Active Resident State Life & Health Insurance License.
- Additional advanced financial designations, such as CFA or other relevant credentials, are a plus.
- Proven success growing a wealth management practice through referrals, relationship expansion, and client retention.
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.