Financial Advisor

Join Our Team at Evans May Wealth

Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration—but it’s more than just shared values. It’s about bringing together smart, capable, and highly driven professionals who are united in purpose: to deliver outstanding results and a world-class client experience. Your contributions will have a direct impact on our firm and the clients we serve.

• Manage and grow a book of high-net-worth clients provided by the firm
• Lead comprehensive financial planning engagements
• Serve as the primary relationship manager for assigned clients and prospects
• Partner closely with operations and support staff to deliver a seamless client experience
• Identify additional planning opportunities within existing client relationships
• Participate in some business development, though the role is primarily inbound/seeded
• Uphold the firm’s high standards for execution, accuracy, and responsiveness

• 5+ years of industry experience as a Financial Advisor
• CFP® Designation (required)
• Strong experience working with HNW clients
• Exceptional attention to detail and follow-through
• Ability to manage complexity while delivering a white-glove client experience
• Cultural alignment: collaborative, accountable, client-first mindset