Wealth Advisor

Position Summary

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

• 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.

• CFA certification in good standing or working toward the designation.
• 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.

We offer competitive compensation and a comprehensive benefit package that includes:

• Base salary based on industry experience and qualifications
• Annual incentive compensation opportunities
• Medical (w/employer HSA contribution), dental, vision, STD, LTD, and life insurance
• Wellness program that includes health club membership
• 401(k) plan with annual employer Safe Harbor contributions
• Paid time off and holidays
• Continuing education and CFA renewal support
• Professional development opportunities