Wealth Advisor

Wealth Advisor

Department:  Sales and Planning

Job Status:
 Full

FLSA Status:   Exempt

Reports To:
VP, Sales and Planning

Salary:
$100K salary with bonus potential based on performance

Amount of Travel Required:
 10% - mostly in office, some hybrid potential

Work Schedule:  M-T, 8am-5pm, F 8am-4pm

Positions Supervised:  N/A

POSITION SUMMARY

Develop and maintain long-term relationships with new and existing clients alongside Senior Wealth Advisor/Partner

Create and implement in-depth financial plans, including retirement planning, tax strategies, estate planning, and risk management

Provide tailored investment advice based on clients' objectives, risk tolerance, and time horizon

Identify and pursue new business opportunities through various Diversified lead sources and through organic referrals

Ensure all recommendations and actions comply with regulatory standards and the firm's internal policies

Educate clients on market trends, investment strategies, and financial products, empowering them to make informed decisions

Work with internal and external partners to deliver comprehensive wealth management solutions

Partner closely with Paraplanner/Senior Paraplanner to ensure clients are provided with a first class experience in a variety of areas including