Wealth Advisor

• Develop and maintain strong relationships with high-net-worth clients by providing attentive, ongoing advisory support
• Create customized financial plans that align with each client's short-term priorities and long-term wealth objectives
• Lead clients through the planning process by evaluating financial circumstances, identifying goals, and recommending appropriate solutions
• Advise on investment approaches, annual planning priorities, and broader wealth management strategies based on client needs
• Apply knowledge of financial planning, investment products, and tax-aware strategies to deliver well-rounded guidance
• Monitor market activity, industry developments, and product updates to keep recommendations relevant and informed
• Prepare research and supporting materials in advance of client meetings to ensure productive and strategic discussions
• Ensure all client interactions, recommendations, and documentation adhere to applicable regulatory and compliance standards

• At least 3 years of experience in wealth management, financial advisory, or a closely related financial services role
• Bachelor's degree in business, finance, accounting, or a related field
• Certified Financial Planner designation required
• Active FINRA Series 6, 7, 63, or 65 license
• Experience developing financial plans and advising clients on investment and wealth strategies
• Strong communication and relationship management skills with the ability to serve high-net-worth clients effectively
• Life and Health Insurance licenses are preferred
• All applicants applying for U.S. job openings must be legally authorized to work in the United States

Life and Health Insurance licenses

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan
• free online training