Wealth Management Advisors

A highly respected global wealth management firm is expanding its presence across the United States and is seeking an experienced Wealth Management Advisor to join its growing team.

This is a unique opportunity to step into an existing book of High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships while leveraging a sophisticated platform built for advisor success. The firm is recognized for its comprehensive wealth planning capabilities, collaborative culture, and commitment to helping advisors deepen client relationships and drive long-term growth.

The ideal candidate is a client-focused advisor with a strong financial planning foundation, a consultative approach, and a passion for helping clients achieve their most important financial goals.

• Manage and grow relationships with an established portfolio of HNW/UHNW clients
• Deliver comprehensive financial planning and investment solutions tailored to client objectives
• Deepen existing client relationships while identifying opportunities for additional engagement and referrals
• Collaborate with internal specialists across investments, estate planning, tax planning, trust, and lending solutions
• Serve as a trusted advisor through complex financial conversations and life transition events
• Build and execute a disciplined business development strategy to support continued growth
• Maintain a high-touch client service model focused on retention, satisfaction, and long-term success

• Minimum 5+ years of financial planning and wealth management experience
• Experience advising HNW/UHNW individuals, families, and business owners
• FINRA licenses including Series 7 and 63
  ; 65 or 66 required or obtainable upon hire
• Strong expertise in comprehensive financial planning, investment management, retirement planning, and wealth strategies
• Proven ability to build trust and maintain long-term client relationships
• Excellent communication, presentation, and relationship management skills
• Ability to work collaboratively within a team-oriented wealth management environment
• CFP® designation preferred (or active progress toward certification)

• Opportunity to inherit and grow an existing book of quality HNW client relationships
• Competitive base salary plus performance-driven incentive compensation
• Comprehensive health, wellness, and retirement benefits
• Access to a robust support infrastructure and wealth planning specialists
• Clear path for career advancement within a growing national platform
• Entrepreneurial environment backed by the resources of a well-established global organization
• Strong culture centered on client success, professional development, and long-term advisor growth