Wealth Advisor I

Wealth Advisor I

We are seeking a client-focused Wealth Advisor who is experienced in delivering investment advisory services. The ideal candidate is a CFP/CFA professional (or working toward the designation) with a passion for building long-term client relationships and delivering comprehensive financial advice.

Key Responsibilities:

• Cultivate prospective client leads.
• Serve as the primary advisor for an assigned group of client relationships.
• Manage and support client accounts by conducting financial reviews, assessing goals and risk tolerance, developing recommendations, and assisting with investment and financial planning strategies.
• Build trusted, long-term relationships through proactive outreach and exceptional service.
• Collaborate with support staff and other advisors to ensure a seamless client experience.

Qualifications:

• CFP/CFA certification in good standing.
• Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
• A minimum of 2 years of experience independently leading client relationships within a financial planning or wealth management firm.
• Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
• Excellent verbal and written communication skills.
• Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

This position is currently accepting applications.