This Wealth Advisor role involves managing a client book of 150-250 families, providing comprehensive financial planning, investment, tax, estate, and insurance advice.
Supported by a team environment, the advisor supports business development, client retention, onboarding new clients, and collaborates with senior leadership.
Requirements include a Bachelor's degree, CFP certification, 5-25 years of experience, and strong knowledge of financial concepts and technology tools.
The role emphasizes client service, teamwork, leadership, and adherence to compliance standards.
Travel up to 50% is expected for client meetings and training.
Compensation ranges from $85,000 to $145,000 annually, plus bonuses and benefits such as health coverage, 401(k), and more.
Applications are open until 5/7/2026, with rolling consideration afterward.