Wealth Advisor

2 weeks ago

Las Vegas NV United States TalentLink Solutions Full time

Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support over 470 clients and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we need a leader to take our firm into the future. We take care of our employees with an extensive benefits package and group outings, so that you can focus on our mission to care for our clients.


We are hiring a Wealth Advisor to fill an integral position within our wealth management team. After an immersion and transition period, you will be responsible for a specific set of clients, you will support the discovery and onboarding process with prospective and new clients, you will develop and mentor the client-facing team, and you will consistently provide leadership across the firm.


You will bring enough experience in front of clients that you are comfortable and confident in any situation. A thorough understanding of the core financial planning areas and concepts, with a drive to continue knowledge building, is a must. You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine. You complement your people skills with an ability to understand complexities that others cannot, and to be creative in your solutions. You want to be a master of your craft, and you are the type of person that is always looking to better yourself. You thoroughly enjoy mentoring and guiding employees. You will be encouraged to bring your knowledge, experience, and ideas to the table. We are looking for someone to be a contributor at the executive level, for firm-wide initiatives and for client experience.


Responsibilities:

  • Leads, manages, and engages directly with a group of clients to best support their financial, investment, and risk outcomes; engages directly and is responsible for client retention and relationship Manage clients’ investment portfolios ensuring alignment with client objectives
  • Develop, recommend, and oversee execution of strategies for clients
  • Engage with clients with a thorough understanding of their individual objectives and our financial planning philosophy
  • Manage the strategic development of financial plans; continuously monitor clients’ financial situations with detail and accuracy, with the ability to look at the greater strategic financial picture
  • Collaborate with clients’ other professionals i.e., attorney’s and CPA’s and any other external sources
  • Develops COI relationships to build business opportunities for referral relationships
  • Maintain compliance with all company policies and regulatory practices at the highest standards
  • Develop and mentor a client-facing team through their career lifecycle and professional development
  • Accountability partner to team of advisors to ensure personal growth targets are met on an annual basis
  • Provide management with insights on industry trends, best practices and service offering needs to support the firm’s growth
  • Maintain high ethical standards and confidentiality at all times
  • Partner with our Operations team to ensure client requests are being handled
  • Contribute to building the firm's infrastructure, advisory services, client experience, etc.


Qualifications:

  • Bachelor’s degree required, preferably in business, accounting, finance, economics
  • Advanced degree or additional certifications required; at least one, if not more (CFP, CFA, MBA, CPA, JD)
  • Minimum of 10 years of progressive client-facing experience in investment management, wealth management or financial planning
  • Minimum of 5 years supervising, managing, leading and/or mentoring a team
  • Ability to manage complex client projects, with a thoughtful and diligent process
  • Be enthusiastic about financial planning; strive to always be better and learn more
  • Excellent knowledge of regulations, financial planning and investment management
  • Advanced level proficiency in Microsoft Office
  • Familiarity with eMoney, Orion, Holistaplan or similar softwares
  • Experience working with Fidelity, Schwab or similar custodian
  • Strong verbal and written communication skills
  • Ability to identify, meet and follow through with client needs and requirements
  • Strong ability to interact effectively with the team
  • Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
  • Be able to meet deadlines and deal with the stress of ambitious entrepreneurial clients

  • Wealth Management Advisor

    1 week 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 Advisor

    2 weeks ago

    Scottsdale, AZ, United States Thompson Wealth Management Full time

    Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit...

  • Private Wealth Associate

    2 weeks ago

    Irvine, CA, United States Wealth Coast Wealth Management Full time

    The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

  • Private Wealth Associate

    1 week ago

    Irvine, CA, United States Wealth Coast Wealth Management Full time

    The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

  • Wealth Management Advisor

    2 weeks ago

    Stevens Point, WI, United States Schulfer & Associates, LLC Wealth Management Full time

    *Wealth Management Advisor - Associate *If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.*Your Opportunity:* Join the premier, independent Wealth Management team of Schulfer & Associates, LLC Wealth Management as an Associate Wealth Management Advisor. Our positive, upbeat...

  • Wealth Advisor

    1 week ago

    las vegas, United States TalentLink Solutions Full time

    Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support over 470 clients and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we need a...

  • Wealth Advisor

    1 week ago

    las vegas, United States TalentLink Solutions Full time

    Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support over 470 clients and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we need a...

  • Wealth Advisor

    2 weeks ago

    Las Vegas, United States TalentLink Solutions Full time

    Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support over 470 clients and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we need a...

  • Associate Wealth Advisor

    1 week ago

    Knoxville, TN, United States CogentBlue Wealth Full time

    ABOUT USWe believe that real financial success is built on trust, experience, and meaningful relationships. While many in the industry lean on algorithms and product-driven solutions, we focus on getting to know our clients personally so we can guide them through their financial journey with care and understanding. It's this human connection that drives...

  • Private Wealth Support Advisor

    2 weeks ago

    Richmond, VA, United States CrossPoint Wealth Partners Full time

    We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

  • Second Chair Advisor

    2 weeks ago

    Westport, CT, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...

  • Experienced Financial Advisor

    3 weeks ago

    Las Vegas, Nevada, United States Trajan Wealth LLC Full time

    At Trajan Wealth LLC, we are dedicated to providing exceptional financial and estate planning services to our clients. As a seasoned Financial Advisor, you will join our team of dedicated professionals who are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek.Our company,...

  • Wealth Advisor

    2 weeks ago

    Birmingham, MI, United States Planning Alternatives Full time

    Company Overview: Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Private Wealth Advisor

    2 weeks ago

    Chicago, IL, United States ECG Resources, Inc. Full time

    Established Single-Family Office seeks a Private Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisors to provide wealth management advice including tax, estate planning, trust...

  • Associate Wealth Advisor

    2 weeks ago

    Cedar Rapids, IA, United States First Community Trust, N.A. Full time

    FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals. Our clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing...

  • Wealth Advisor

    2 weeks ago

    Greenwich, CT, United States JCW Full time

    About Our Client:Our client, a prestigious global wealth management firm, is known for providing sophisticated, client-focused financial planning and wealth management services. They cater to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and business owners, delivering tailored solutions that align with their clients' long-term...

  • Wealth Advisor

    2 weeks ago

    Plano, TX, United States Peak American Financial Companies, Inc. Full time

    POSITION SUMMARY:PEAK American is a Plano, TX based investment management firm serving the mass affluent and UHNW markets. We are one of the fastest growing RIAs in Texas, offering a tremendous opportunity and framework for an experienced wealth advisor to scale quickly and work with an experienced team that truly will support you.The most challenging...

  • Associate Financial Advisor

    1 week ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    1 week ago

    Charlotte, NC, United States Hobart Wealth Full time

    Position Title: Associate Financial Advisor / Paraplanner Location: 7733 Ballantyne Commons Parkway, Charlotte, NC Reports To: Senior Wealth Manager Firm: Hobart Wealth ManagementPosition Overview Hobart Wealth, in independent private wealth firm, is seeking an Associate Financial Advisor to join our dedicated and exceptional team, working closely with a...

  • Wealth Advisor

    7 days ago

    Buffalo, NY, United States CyberCoders Full time

    Job Title: Wealth AdvisorJob Location: Hybrid in Buffalo, NYJob Salary: $95k - $140kRequirements: Active CPA license, Must have 4-7+ Years of Public Accounting Experience/Wealth Management ExperienceWe a Top CPA Firm looking to grow our Wealth Management Practice. With about 100 employees, we have a diverse set of clients ranging from HNWIs and their...