Wealth Management Advisor
A highly respected global wealth management firm is expanding its presence across the United States and is seeking an experienced Wealth Management Advisor to join its growing team.
This is a unique opportunity to step into an existing book of High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships while leveraging a sophisticated platform built for advisor success. The firm is recognized for its comprehensive wealth planning capabilities, collaborative culture, and commitment to helping advisors deepen client relationships and drive long-term growth.
The ideal candidate is a client-focused advisor with a strong financial planning foundation, a consultative approach, and a passion for helping clients achieve their most important financial goals.
What You'll Do
- Manage and grow relationships with an established portfolio of HNW/UHNW clients
- Deliver comprehensive financial planning and investment solutions tailored to client objectives
- Deepen existing client relationships while identifying opportunities for additional engagement and referrals
- Collaborate with internal specialists across investments, estate planning, tax planning, trust, and lending solutions
- Serve as a trusted advisor through complex financial conversations and life transition events
- Build and execute a disciplined business development strategy to support continued growth
- Maintain a high-touch client service model focused on retention, satisfaction, and long-term success
What We're Looking For
- Minimum 5+ years of financial planning and wealth management experience
- Experience advising HNW/UHNW individuals, families, and business owners
- FINRA licenses including Series 7 and 63; 65 or 66 required or obtainable upon hire
- Strong expertise in comprehensive financial planning, investment management, retirement planning, and wealth strategies
- Proven ability to build trust and maintain long-term client relationships
- Prior sales or business development experience preferred
- Excellent communication, presentation, and relationship management skills
- Ability to work collaboratively within a team-oriented wealth management environment
- CFP® designation preferred (or active progress toward certification)
Why Join?
- Opportunity to inherit and grow an existing book of quality HNW client relationships
- Competitive base salary plus performance-driven incentive compensation
- Comprehensive health, wellness, and retirement benefits
- Access to a robust support infrastructure and wealth planning specialists
- Clear path for career advancement within a growing national platform
- Entrepreneurial environment backed by the resources of a well-established global organization
- Strong culture centered on client success, professional development, and long-term advisor growth
FAQs
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