Wealth Advisor

Our client is an independent Registered Investment Advisor (RIA) looking to add a growth-oriented Wealth Advisor to its team. This individual will work directly with high-net-worth clients, providing comprehensive financial guidance while playing an active role in expanding the firm’s client base. The ideal candidate combines strong planning and relationship management skills with a demonstrated ability to generate new business and develop lasting relationships.

Responsibilities

• Manage and deepen relationships with high-net-worth clients, serving as a trusted resource for their financial needs.


• Lead client meetings and provide ongoing advice as financial circumstances and objectives change.


• Develop strategies across retirement, investments, tax considerations, estate planning, insurance, and risk management.


• Partner with internal team members to coordinate planning and deliver a high level of client service.


• Actively generate new business by identifying prospects, building referral networks, and developing relationships.


• Manage prospective clients throughout the business development process, from initial outreach and discovery through conversion and onboarding.


• Help expand the firm’s presence in the market and contribute to broader growth initiatives.

Qualifications

• 3+ years of experience in wealth management, financial planning, or investment advisory.


• Strong business development experience is essential, with demonstrated success sourcing and converting new client relationships.


• Experience independently leading client meetings and managing high-net-worth relationships.


• Entrepreneurial and growth-oriented mindset with the ability to develop business while maintaining a high standard of client service.


• Strong interpersonal, communication, and presentation skills.


• Bachelor’s degree in Finance, Economics, Business, or a related field preferred; CFP, CFA, or other relevant credentials a plus.


• Experience with financial planning, CRM, and portfolio management platforms.