Wealth Management Advisor

5 days ago

Boca Raton, United States Nichols Wealth Partners Full time

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our fast-growing organization 

 

The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you. 

 

Description

The Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s clients, the Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Nichols Wealth Partners.


Responsibilities & Activities

·      Develops new client relationships.

·      Sources prospective client opportunities by capitalizing on networking and referrals.

·      Follows up on firm-generated leads.

·      Guides prospective clients through sales process

·      Will take client through sales process

·      Services and delivers financial planning to client base. 

·      Assists in research.

·      Assists in developing client presentations.

·      Services client needs and requirements as determined through client interaction. Proactively communicates with clients.

·      Promotes the firm’s wealth enhancement and planning services. 

·      Promotes established investment models and strategies that are suitable for our targeted clients. 

·      Adheres to all company and industry supervisory guidelines and policies.

·      Participates in required meetings, training, and continuing education requirements. 

·      Assists the Firm’s Principal Wealth Advisor as requested.

·      Performs other duties as assigned.


Industry Experience Requirements

·      Sales experience

·      At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.  

·      Active Series 7 and 63 licenses.

·      Active Series 65 or 66.

·      Life, Health, and LTC Licenses.

·      Clean U-4 and U-5 history.

·      Certified Financial Planner (CFP) (preferred but not necessary)


Knowledge, Skills, & Abilities:

·      Requires:

·      Excellent verbal, written, presentation, and interpersonal communication skills.

·      Excellent relationship management skills.

·      Superior business development skills.

·      Excellent attitude and an extraordinary client service orientation.

·      A genuine interest in serving and caring for clients.

·      Excellent organizational and time management skills.

·      A burning desire to succeed.

·      Proficiency with Microsoft Office Suite/Emoney/Morningstar

·      Bachelor's degree or higher strongly preferred.


We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives. 

  • Wealth Management Advisor

    4 days ago

    boca raton, United States Nichols Wealth Partners Full time

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our...

  • Wealth Management Advisor

    3 days ago

    boca raton, United States Nichols Wealth Partners Full time

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our...

  • Wealth Management Advisor

    3 weeks ago

    boca raton, United States Nichols Wealth Partners Full time

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have...

  • Wealth Management Advisor

    4 weeks ago

    Boca Raton, United States Nichols Wealth Partners Full time

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have...

  • Wealth Management Advisor

    4 weeks ago

    Boca Raton, United States Nichols Wealth Partners Full time

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have...

  • Wealth Management Advisor

    4 days ago

    Boca Raton, FL, United States Nichols Wealth Partners Full time

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have...

  • Wealth Management Professional

    2 weeks ago

    Boca Raton, Florida, United States Nichols Wealth Partners Full time

    Job Title: Wealth Management ProfessionalNichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Management Professional to assist us in our mission of helping clients achieve their financial goals. This is a unique opportunity to play a key role in the future success of our fast-growing organization.Job Summary:The Wealth...

  • Wealth Management Advisor

    2 weeks ago

    Boca Raton, Florida, United States Truist Financial Full time

    Job DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.Job SummaryServe as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through...

  • Financial Advisor

    4 weeks ago

    Boca Raton, Florida, United States NFP Full time

    Job Title: Wealth AdvisorWealthspire Advisors is a leading independent registered investment advisory firm seeking a highly skilled Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in collaborating with our team to provide exceptional wealth management and financial planning services to our high net-worth clients and their...

  • Senior Wealth Advisor SAFE Act

    4 weeks ago

    Boca Raton, Florida, United States Citigroup Inc Full time

    Job SummaryCiti Global Wealth is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for building relationships with new clients and deepening relationships with existing clients in Citi Personal Wealth Management and Retail bank. You will use financial planning and excellent discovery and profiling skills to...

  • Financial Advisor

    4 weeks ago

    Boca Raton, Florida, United States Evershore Financial Group Full time

    About Evershore Financial GroupWe are a leading provider of comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized service and expert guidance.Job DescriptionWe are seeking a highly...

  • Wealth Management Specialist

    1 week ago

    Boca Raton, Florida, United States Evershore Financial Group Full time

    Unlock Your Full Potential as a Comprehensive Wealth AdvisorEvershore Financial Group is a leading provider of comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are seeking a highly motivated and entrepreneurially minded Financial Services Consultant to join our team.As a Financial Services Consultant...

  • Senior Wealth Advisor

    3 weeks ago

    Boca Raton, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team in Boca Raton, Florida. As a Senior Wealth Advisor, you will be responsible for building relationships with new clients, deepening relationships with existing clients, and providing comprehensive financial and investment advice to our Citigold and Citigold Private Client...

  • Senior Wealth Advisor

    4 weeks ago

    Boca Raton, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team in Boca Raton, Florida. As a Senior Wealth Advisor, you will be responsible for offering comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with...

  • Associate Wealth Manager

    3 weeks ago

    Boca Raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...

  • Associate Wealth Manager

    1 month ago

    Boca Raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...

  • Associate Wealth Manager

    1 month ago

    Boca Raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...

  • Associate Wealth Manager

    1 week ago

    boca raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...

  • Associate Wealth Manager

    3 weeks ago

    boca raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...

  • Senior Wealth Advisor

    4 weeks ago

    Boca Raton, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients through...