Wealth Management Advisor
Join a nationally recognized financial services organization committed to helping professionals achieve long-term financial security. This is an opportunity to step into an established client base while continuing to grow your own practice through meaningful relationships and fiduciary advice.
What You'll Do:
- Manage and deepen relationships with high-net-worth and affluent clients
- Serve as a trusted advisor, helping clients navigate complex financial decisions and retirement planning
- Deliver customized investment and wealth management strategies aligned with client goals
- Collaborate with specialists across investments, planning, insurance, and wealth solutions
- Grow your practice by expanding existing client relationships and identifying new opportunities
- Provide exceptional service while maintaining a client-first, fiduciary approach
What We're Looking For:
- 5+ years of experience managing a book of business and advising affluent clients
- Strong background in wealth management, investments, and financial planning
- Proven relationship management and business development skills
- Entrepreneurial mindset with a passion for helping clients achieve financial success
- Ability to work independently while leveraging a broader advisory team
Required Licenses:
- FINRA Series 7 and Series 63
- Series 65 or 66
- Life & Health Insurance License (or willingness to obtain within a defined onboarding period)
Preferred Qualifications:
- CFP® or CFA® designation (or interest in pursuing one)
- Experience serving high-net-worth individuals and retirement-focused clients
Compensation & Benefits:
- Competitive base salary plus performance-based incentive compensation
- Opportunity to increase earnings as your practice grows
- Comprehensive benefits package, including retirement savings programs, tuition assistance, professional development support, and flexible work arrangements
If you're an experienced financial advisor looking to make a meaningful impact while growing a thriving practice, we'd love to connect.
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.
That's why we recommend registering your cv so you can be considered for roles that have yet to be created.
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.