Job Description
Position Title: Wealth Advisor The Wealth Advisor role presents an opportunity to engage with ultra high-net-worth clients, requiring a proactive approach to business development and relationship building. This position necessitates a strong commitment to cultivating a personal book of business, with a focus on clients possessing investable assets ranging from $5 million to $150 million. Advisors will collaborate with Senior Investment Strategists while also independently sourcing leads and establishing a presence in the community. Candidates must be prepared for a long sales cycle that emphasizes relationship development and trust. The role demands a high level of market sophistication and the ability to communicate complex investment strategies effectively. Salary Range: $150,000 - $175,000 / Year DOE Wealth Advisor Responsibilities Participate in 13 weeks of comprehensive training with no sales expectations Conduct a minimum of 15 meetings per week, entirely sourced by the advisor Build and maintain relationships with clients to facilitate trust and long-term partnerships Engage in team meetings every Monday to discuss strategies and share insights Develop a deep understanding of market trends and investment strategies Utilize Microsoft Office Suite for client management and reporting Wealth Advisor Requirements Five years of experience in Wealth Management or Financial Advising SIE, Series 7, Series 65 or 63 certifications are required by September Proven ability to build a book of business from scratch Experience working with clients with a minimum of $1 million in investable assets Bachelor's degree is required Strong market knowledge and ability to discuss investment implications CFP certification is preferred Benefits Flexible work hours to accommodate personal commitments Collaborative company culture with access to a diverse support team Opportunities for professional growth and advancement within the firm Participation in initiatives such as the Women Who Advise book club If you are a Wealth Advisor looking to take the next step in your career, apply now!