Wealth Management Advisor

YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.

With a modern, family-oriented, and entrepreneurial environment, YTS offers experienced advisors the opportunity to expand their practice within a supportive, growth-focused organization that values autonomy, professionalism, and client-first service.

We are seeking an experienced and relationship-driven Wealth Advisor who is passionate about delivering sophisticated financial guidance, deepening client relationships, and contributing to the continued growth of the firm.

The ideal candidate is an established, licensed Wealth Advisor with a strong background in relationship management, business development, and comprehensive financial planning. This individual should possess a consultative approach, a high level of professionalism, and the ability to serve as a trusted advisor to high-net-worth individuals, families, and business owners.

This role is designed for a seasoned professional who thrives in an entrepreneurial environment and is motivated by the opportunity to grow and service a book of business while collaborating alongside an experienced and supportive team.

• Build, manage, and deepen long‑term client relationships through proactive and personalized service
• Deliver comprehensive wealth management strategies tailored to each client’s financial goals and objectives
• Provide guidance across retirement planning, investment management, risk management, tax‑efficient strategies, and estate planning coordination
• Partner with external professionals including CPAs, attorneys, and other advisors to deliver holistic financial solutions
• Maintain a high standard of responsiveness, professionalism, and client care

• Cultivate new business opportunities through networking, referrals, centers of influence, and community engagement
• Demonstrate a proven ability to develop, grow, and retain a book of business

• Conduct thorough financial discovery and present strategic recommendations aligned with client objectives
• Stay current on market trends, investment strategies, and industry developments
• Maintain a strong commitment to compliance, ethics, and fiduciary responsibility
• Collaborate with internal teams to deliver a seamless and elevated client experience
• Embrace accountability, leadership, and continuous professional development

• Minimum of 5+ years of experience in wealth management, private client advisory, or financial planning
• Demonstrated success managing and growing client relationships and a book of business
• Experience working within an independent, entrepreneurial, or growth‑oriented advisory environment preferred
• Active Series 7, 63, 65 or 66 licenses required
• Active Life, Health, and Variable Insurance licenses required
• Strong interpersonal, communication, presentation, and relationship management skills
• High level of professionalism, business acumen, and emotional intelligence
• Ability to pass a drug screening, state background check, and federal fingerprinting requirements

• Relationship Management
• Business Development
• Practice Management
• Strategic Thinking
• Consultative Communication
• Retirement Planning
• Client Experience Excellence

• Primarily office-based with regular in‑person client meetings and interactions
• Professional,…