Wealth Management Advisor
What You'll Do
- Build and manage long-term client relationships
- Conduct financial planning and retirement planning meetings
- Advise clients on investment strategies and wealth management solutions
- Serve as a trusted advisor for complex financial needs
- Grow assets by deepening existing client relationships
- Work with an established book of warm client opportunities
Requirements
- 5-8 years of wealth management or financial advisory experience
- Strong financial planning and client advisory background
- Experience working with high-net-worth clients preferred
- Business development and relationship management skills
- CFP designation is a plus
- Ability to discuss investments, retirement planning, and broader wealth strategies
Why Join?
- Focus on quality relationships rather than high meeting volume
- Advise sophisticated high-net-worth and ultra-high-net-worth clients
- Existing client relationships provided
- Opportunity to grow assets and earnings over time
- Collaborative environment with a long-term advisory focus
This is an excellent opportunity for an advisor who enjoys comprehensive financial planning, relationship management, and helping affluent clients achieve their long-term financial goals.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
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