Wealth Advisor I

Summary

We are seeking a client-focused Wealth Advisor who is experienced in delivering investment advisory services. The ideal candidate is a CFP/CFA professional (or working toward the designation) with a passion for building long-term client relationships and delivering comprehensive financial advice.

Key Responsibilities

• Cultivate prospective client leads.
• Serve as the primary advisor for an assigned group of client relationships.
• Manage and support client accounts by conducting financial reviews, assessing goals and risk tolerance, developing recommendations, and assisting with investment and financial planning strategies.
• Build trusted, long-term relationships through proactive outreach and exceptional service.
• Collaborate with support staff and other advisors to ensure a seamless client experience.

Qualifications

• CFP/CFA certification in good standing.
• Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
• A minimum of 2 years of experience independently leading client relationships within a financial planning or wealth management firm.
• Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
• Excellent verbal and written communication skills.
• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Please note that this job description is not inclusive of all activities, duties or responsibilities that are required of this position. Duties, responsibilities and activities are subject to change at any time with or without notice.