Job Description
Wealth Advisor
A growing financial services firm is seeking a Wealth Advisor to serve as the primary relationship manager for an assigned group of clients. This role is focused on delivering personalized financial planning and investment management, ensuring clients receive high-quality, tailored guidance to meet their long-term goals.
Key Responsibilities:
- Develop customized financial plans aligned with client objectives and circumstances
- Conduct periodic portfolio reviews and recommend adjustments to portfolio construction as appropriate
- Address daily client and portfolio inquiries with a high level of responsiveness and care
- Collaborate with internal team members to deliver comprehensive client service and planning solutions
- Maintain up-to-date knowledge of market trends, investment strategies, and financial planning best practices
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (CFP® designation or progress toward CFP® strongly preferred)
- 3+ years of experience in wealth management, financial planning, or investment advisory
- Strong technical knowledge of portfolio construction, financial planning strategies, and investment products
- Excellent communication and relationship management skills with a client-first mindset
- Ability to balance detail orientation with a strategic, big-picture perspective
Compensation & Schedule:
- Competitive salary commensurate with experience, plus performance-based bonus
- Hybrid schedule available following initial onboarding period