Wealth Management Advisor
Build Meaningful Client Relationships. Grow a Thriving Practice.
Join a well-established financial services organization with a long-standing reputation for helping professionals, families, and retirees achieve their financial goals. This is an opportunity to step into an existing book of high-net-worth client relationships while continuing to grow your practice within a highly respected, client-focused environment.
As a trusted advisor, you'll help clients navigate complex financial decisions, develop personalized wealth strategies, and guide them through every stage of their financial journey. You'll have access to a broad suite of investment and planning solutions, along with the support of experienced specialists dedicated to delivering exceptional client outcomes.
What You'll Do
- Serve as the primary advisor for an established portfolio of affluent and high-net-worth clients
- Build deep, long-term relationships by understanding clients' goals and delivering customized financial strategies
- Provide guidance across investments, retirement planning, wealth accumulation, and legacy planning needs
- Partner with internal specialists to deliver comprehensive, sophisticated solutions
- Proactively identify opportunities to strengthen client relationships and expand your practice
- Act as a fiduciary, placing clients' best interests at the center of every recommendation
- Drive business growth while maintaining a high level of service and client satisfaction
What We're Looking For
- 5+ years of experience managing client relationships and a book of business within wealth management, financial planning, or investment advisory services
- Strong knowledge of investment strategies, portfolio management, and financial planning concepts
- Proven ability to build trust and create lasting relationships with affluent clients
- Entrepreneurial mindset with a track record of business development and practice growth
- Excellent communication, relationship management, and consultative sales skills
- Ability to work independently while leveraging a collaborative support network
Licensing & Credentials
- FINRA Series 7 and Series 63 required
- Series 65 or Series 66 required
- Life & Health Insurance License required (or ability to obtain within a specified timeframe)
- CFP®, CFA®, or pursuit of a professional financial planning designation is highly valued
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 CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, 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.Â
That's why we recommend registering your cv so you can be considered for roles that have yet to be created.Â
Yes, we help with cv and interview preparation. From customised support on how to optimise your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.