Wealth Management Advisor; Leading National Wealth Platform
Wealth Management Advisor; Leading National Wealth Platform
A highly regarded, nationally established wealth platform is seeking a Wealth Management Advisor to join its expanding team across key markets in the U.S. This platform is known for its strong planning orientation, collaborative environment, and ability to provide advisors with a meaningful starting point to build and scale a long-term practice. The team is composed of thoughtful, driven professionals who value both client relationships and disciplined execution.
The Wealth Management Advisor will step into an existing book of affluent clients and will be responsible for delivering comprehensive financial guidance, deepening relationships, and growing their practice within a supported, high-quality platform.
The Wealth Management Advisor will be responsible for:
- Managing and developing relationships with an existing portfolio of HNW/UHNW clients
- Delivering tailored financial planning and investment strategies aligned to client goals
- Actively engaging and reactivating relationships within the book to drive growth
- Collaborating with internal specialists to provide holistic wealth solutions across planning, investments, and more complex needs
- Building a disciplined, process-driven practice with a focus on long-term client retention and expansion
The Wealth Management Advisor should have the following qualifications:
- 4-7+ years of experience in wealth management or financial advisory
- FINRA licenses (Series 7 and 63; 65 or 66 required or obtainable upon hire)
- Demonstrated experience managing a book of business and maintaining client relationships
- Strong financial planning and investment knowledge, with a consultative approach
- Proven ability to communicate effectively with clients and navigate complex conversations
- Planning designation (CFP) or progress toward certification is a plus
Company Benefits/Overview
The platform offers a competitive compensation structure inclusive of base salary and performance-based incentives. In addition, advisors benefit from a robust and highly competitive benefits package, including comprehensive healthcare coverage, a strong retirement program, and additional resources designed to support long-term financial and personal well-being.
Beyond compensation, the platform provides access to a curated client base, a strong internal support network, and a clearly defined career path with meaningful long-term upside. The firm emphasizes sustainable growth, professional development, and a relationship-driven culture focused on building lasting success for both clients and advisors.
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