Wealth Management Advisor

We are seeking a Wealth Management Advisor to help individuals, families, and business owners build, protect, and transfer wealth. This role is ideal for someone who is client-focused, entrepreneurial, and motivated to build a long-term advisory practice supported by a collaborative team, strong leadership, and a robust platform.

You will work closely with clients to understand their goals and develop comprehensive financial strategies that evolve as their lives and businesses change.

• Build and manage long-term client relationships based on trust and fiduciary care
• Conduct holistic financial planning,
• Investment and portfolio strategies,
• Retirement and income planning
• Risk management and insurance solutions
• Estate and legacy planning coordination
• Develop customized financial plans aligned with client goals and risk tolerance
• Acquire new clients through networking, referrals, and firm-supported marketing
• Collaborate with internal specialists and leadership to deliver integrated solutions
• Maintain compliance with regulatory and firm standards
• Continuously develop professional knowledge and planning expertise

• Bachelor’s degree preferred (business, finance, economics, or related field)
• Strong interpersonal, communication, and relationship-building skills
• Entrepreneurial mindset with a strong work ethic
• Coachable, goal-oriented, and client-first attitude
• FINRA licenses (Series 7/66 or 65) preferred or willingness to obtain
• Prior experience in financial services, sales, consulting, or relationship management is a plus—but not required

• Strong interpersonal, communication, and relationship-building skills
• Entrepreneurial mindset with a strong work ethic
• Coachable, goal-oriented, and client-first attitude

• FINRA licenses (Series 7/66 or 65) preferred or willingness to obtain
• Prior experience in financial services, sales, consulting, or relationship management is a plus—but not required

We are committed to diversity and inclusivity.