Wealth/Service Advisor
Job in
Meadow Lakes, Matanuska-Susitna Borough, Alaska, USA
Listed on 2026-10-04
Listing for:
Crawford Thomas Recruiting
Full Time
position Listed on 2026-10-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
PERSONAL WEALTH ADVISOR
Location: Fleming Island, FL | Onsite
Salary: $60,000–$85,000 | Negotiable Based On Experience
Bonus: Generous Profit-Based Bonus Package
Growth: Partnership Grant Opportunities for Top Performers
Experience: 3+ Years of Client-Facing Financial Services Experience
Requirement: CFP® or ChFC® + Series 65/66
Position OverviewOur client, a nationally recognized fee-only wealth management firm, is seeking an experienced Personal Wealth Advisor to lead client relationships and deliver comprehensive financial planning services.
This role offers extensive training, mentorship, profit-based bonuses, and a clear path toward advanced wealth management, leadership, and potential partnership opportunities.
What You’ll Do- Serve as lead advisor and manage a client-service team.
- Conduct portfolio reviews and provide comprehensive financial planning advice.
- Develop strategies across investments, taxes, retirement, estate planning, and asset protection.
- Maintain accurate client financial data and prepare reports and analyses.
- Lead ongoing client communication and respond to financial planning needs.
- Collaborate with internal specialists to deliver holistic wealth-management solutions.
- Mentor junior team members and support their professional development.
- Help drive client satisfaction, retention, and assets under management.
- CFP® or ChFC® certification, or near completion.
- Series 65 or Series 66 license required.
- 3+ years of client-facing financial services experience.
- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- Strong financial analysis and planning skills.
- Excellent communication and relationship-management abilities.
- Experience with financial planning software such as Money Guide Pro .
- Salesforce experience preferred.
- $60,000–$85,000 salary, negotiable based on experience.
- Generous profit-based bonus package.
- Partnership grant opportunities for outstanding performers.
- 401(k).
- Paid time off.
- Professional development and paid educational opportunities.
- Extensive training and mentorship.
- Clear advancement and potential partnership opportunities.
- Join an established, fee-only wealth management firm.
- Receive extensive professional training and mentorship.
- Build long-term client relationships while delivering comprehensive financial planning.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×