Wealth Management Advisor
Listed on 2026-02-16
-
Finance & Banking
Financial Consultant, Financial Advisor
Wealth Care Investment Partners is a Registered Investment Advisor (RIA) working in a Fiduciary capacity dedicated to assisting individuals, businesses and Trustees in managing their finances through comprehensive wealth management, estate planning, and consulting services. With a focus on a holistic approach to financial and life planning, we aim to provide tailored solutions based on our clients' unique priorities. Utilizing cutting-edge technology and independent research, we deliver personalized asset analysis, allocation, and investment strategies.
Our mission is built on creating long-term wealth for our clients, fostering trust, communication, and professional expertise. This candidate would be working in our Smithfield, RI, location. We are committed to helping clients achieve their financial goals with exceptional service.
We are seeking a full-time Wealth Management Advisor to join our team on-site in Smithfield, RI. The Advisor will be responsible for providing personalized financial and wealth management services to individual clients. Key responsibilities include developing tailored financial plans, advising on investment strategies, conducting in-depth financial analysis, implementing trading strategies including quarterly rebalancing and tax loss harvesting. The Advisor will play a crucial role in building and maintaining strong, trust-based relationships with clients, helping them achieve their long-term financial objectives.
Qualifications- Strong expertise in Financial Planning and Retirement Planning
- Comprehensive knowledge of Investments and Finance
- Excellent Analytical Skills to assess financial data and recommend strategies
- Proven ability to build client relationships with trust and professionalism
- Bachelor’s degree in Finance, Economics, must have Series 65 or 66, relevant professional certifications (e.g. AIF, CFP, CFA) are an advantage. Life Insurance licensed preferred.
- Exceptional communication and interpersonal skills
- Proficiency in financial analysis tools and technology
- Prior experience in wealth or investment management
Compensation based on qualifications and experience. Benefits include:
Health Insurance, 401K and Profit Sharing. Serious applicants need only apply.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).