Wealth Advisor

Join to apply for the Wealth Advisor role at Morton Wealth
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We are an RIA that manages roughly $3 billion in assets across 1,200+ families, offering a distinctive investment approach that goes beyond traditional assets while aligning with the principles of risk management, true diversification, and cash flow.

At Morton, Wealth Advisors are key contributors, responsible for fostering deep client relationships through regular, transparent communication and collaboration with Client Service, Operations, and Financial Planning teams to ensure timely execution of client tasks.

$/yr - $/yr

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• Provide clients with investment and financial planning advice, including portfolio design, new alternative investment recommendations, and ongoing investment communication.
• Connect with clients on a regular basis via text, video, phone, or social gatherings.
• Oversee the accuracy of client planning services and review portfolios for recommendations or changes.
• Deliver a “WOW” moment to each client at least once per year.
• Coordinate with the trading team regarding new deposits and cash buildup.
• Network with professionals to fulfill client needs and solve problems.
• Grow revenue through wallet share, client and personal network referrals, and Morton-generated leads.
• Execute the prospect experience through connect calls, prospect meetings, proposals, and onboarding oversight.
• Participate in weekly advisor growth meetings and contribute to the development of peers.

• Excellence – Exhibits high attention to detail and organizational skills, prioritizing multiple tasks effectively.
• Empowerment – Continuously seeks improvement and suggests ways to increase team efficiency.
• Empathy – Communicates well and understands the role’s fit within company goals.
• Ethical – Completes tasks without shortcuts, mindful of time and cost impact, striving for efficiency.
• Engagement – Passionate about understanding job functions and how they serve firm objectives.
• Enjoyment – Works well in a team and participates in Morton events.

• Minimum of 5 years in an advisory role at a wealth‑management firm, preferably an RIA.

Mid‑Senior level

Full‑time

Finance, Sales, and Business Development;
Industries:
Financial Services and Investment Management