Wealth Management Advisor
2 weeks ago
Are you an accomplished financial services expert with over a decade of experience? Do you have a genuine passion for assisting clients in enhancing their financial portfolios without the pressure of sales targets? If so, we present an exciting opportunity for you to further your career in a supportive and collaborative setting.
We are in search of a seasoned Financial Planner who is eager to expand their expertise in:
- Comprehensive Estate Planning for Ultra High Net Worth (UHNW) individuals
- Tax optimization strategies for affluent clients and enterprises
- Succession planning for business owners
- Investment strategies tailored for UHNW clientele
In this capacity, you will collaborate closely with our lead advisor, providing essential support to both ultra-high net worth and affluent business clients. Your contributions will be vital in addressing their intricate, multidisciplinary financial needs, guiding them towards achieving their financial aspirations.
Why Choose Us?
At Prism Financial Concepts, we offer more than just a position; we provide a rewarding career path focused on both personal and professional development. Experience the advantages of a flexible work schedule, a dynamic and inclusive culture, and the opportunity to make a significant impact in the financial services sector.
We recognize and reward dedication, hard work, and a thirst for knowledge, and we are looking for individuals who share our commitment to excellence.
Compensation and Benefits
Base Salary: $75,000 - $125,000, Total Compensation: $125,000 - $175,000 annually
**Discretionary Quarterly Bonus**
401(k) with company matching
Annual professional development opportunities
Paid time off
Key Responsibilities:
- Collaborate with the lead advisor to deliver timely and comprehensive financial planning services
- Participate in client meetings, document discussions, and manage follow-up tasks within our CRM
- Develop and oversee financial and tax strategies utilizing advanced planning tools
- Maintain precise client records and prepare review materials
- Engage directly with clients to coordinate services and ensure their needs are addressed
- Organize client data securely in a file-sharing system
- Facilitate multi-disciplinary services on behalf of clients and advisors
- Research sophisticated financial strategies to support holistic financial planning
- Assist with insurance and alternative investment requirements of our clients
- Execute trades for client portfolios
What We Seek:
- Experience in financial planning within an independent BD/RIA, insurance firm, Wirehouse, or institutional investment firm
- Possession of Series 65, 66, 63 licenses, or CFP certification
- Exceptional attention to detail and organizational capabilities
- Ability to prioritize tasks and manage multiple responsibilities effectively
- Strong communication skills, particularly in collaborating with attorneys, accountants, and other professionals
- A motivated self-starter who is receptive to coaching and eager to learn
Make an Impact
Step into a role that is both challenging and rewarding. Be part of a team that values collaboration, growth, and making a meaningful difference in the lives of our clients.
-
Wealth Management Advisor
2 weeks ago
Phoenix, Arizona, United States Prism Financial Concepts Full timePosition OverviewThe RoleWe are seeking a seasoned financial advisor with over 5 years of experience in wealth management and investment consulting. The ideal candidate will be eager to enhance their expertise in:Comprehensive Estate Planning for High Net Worth Families.Tax strategies for High Income individuals and enterprises.Business Exit Strategies for...
-
Senior Wealth Management Advisor
2 days ago
Phoenix, Arizona, United States REDW Full timeAbout the RoleREDW is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for cultivating and managing relationships with high-net-worth clients, providing tailored financial planning and investment advice.Key ResponsibilitiesClient Relationship Management:...
-
Senior Wealth Management Advisor
9 hours ago
Phoenix, Arizona, United States REDW Full timeAbout the RoleREDW is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for cultivating and managing relationships with high-net-worth clients, providing tailored financial planning and investment advice.Key ResponsibilitiesClient Relationship Management:...
-
Wealth Management Consultant
2 weeks ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced Wealth Management Consultants who are dedicated to crafting innovative strategies tailored for affluent clients. This position will involve collaboration with various experts to thoroughly assess opportunities and challenges, ensuring the best solutions are provided.As a key financial advisor to...
-
Senior Wealth Management Consultant
2 weeks ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced High Net Worth Advisors who are dedicated to crafting tailored strategies and methodologies for affluent clients. This position requires collaboration with various experts to comprehensively address opportunities and challenges, ensuring the right expertise is utilized.As a trusted financial partner...
-
Lead Wealth Management Consultant
2 weeks ago
Phoenix, Arizona, United States REDW Full timeCompany OverviewREDW Advisors and CPAs is recognized as one of the largest advisory and CPA firms in the Southwest, having received accolades as a Top Workplace in recent years. Our commitment to excellence has been acknowledged through various awards in categories such as Compensation, Remote Work, and Formal Training.Position SummaryThe Senior Wealth...
-
Senior Wealth Management Consultant
1 week ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced High Net Worth Advisors who are dedicated to crafting tailored strategies and solutions for affluent clients. This position involves collaboration with a team of specialists to comprehensively address the unique financial challenges and opportunities faced by high net worth individuals.As a trusted...
-
Senior Wealth Management Consultant
1 week ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced High Net Worth Advisors who are dedicated to crafting innovative financial strategies tailored to affluent clients. This position involves collaboration with a team of specialists to thoroughly assess opportunities and challenges, ensuring comprehensive solutions are provided.As a trusted financial...
-
Wealth Management Advisor
2 weeks ago
Phoenix, Arizona, United States Prism Financial Concepts Full timePosition OverviewAre you an accomplished financial services expert with over a decade of experience? Do you have a genuine passion for assisting clients in enhancing their financial portfolios without the pressures of sales? If this resonates with you, we present an exciting opportunity to advance your career in a remote and collaborative setting.We are in...
-
Senior Wealth Management Consultant
1 week ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced High Net Worth Advisors who are dedicated to crafting innovative financial strategies tailored to affluent clients. This position requires collaboration with a team of specialists to address complex financial challenges and opportunities.As a key financial partner for high net worth individuals and...
-
Senior Wealth Management Consultant
7 days ago
Phoenix, Arizona, United States D. French Advisors Full timePosition Overview:D. French Advisors is seeking experienced High Net Worth Advisors who are dedicated to crafting innovative financial strategies tailored to affluent clients. This position involves collaborating with a team of specialists to thoroughly assess opportunities and challenges, ensuring comprehensive solutions are provided.As a key financial...
-
Wealth Management Advisor
2 weeks ago
Phoenix, Arizona, United States Staff My Agency Full timeAre you a motivated individual with the following characteristics?DrivenInnovativeOpen to LearningEffective CommunicatorDisciplinedGenuineIf so, explore a fulfilling career with Staff My Agency, where you can make a significant difference in the financial security of families every day.Supported by a leading organization in the financial services sector, we...
-
Phoenix, Arizona, United States Bank of America Full timeJob Overview:Bank of America is a premier provider of integrated wealth management and investment solutions for individuals, corporations, and institutions. Our Wealth Management division stands out as one of the largest in the industry, focusing on goal-oriented financial planning, including retirement, education, legacy, and other life aspirations through...
-
Lead Wealth Management Consultant
2 weeks ago
Phoenix, Arizona, United States REDW Full timeCompany OverviewREDW Advisors and CPAs is a prominent advisory and CPA firm recognized among the top firms in the Southwest. Our accolades include multiple honors as a Top Workplace and special awards for excellence in various cultural categories.Position SummaryThe Senior Wealth Advisor plays a crucial role in developing and nurturing relationships with...
-
Wealth Management Associate
22 hours ago
Phoenix, Arizona, United States First International Bank and Trust Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Wealth Management Associate to join our team at First International Bank and Trust. As a Wealth Management Associate, you will play a critical role in supporting our wealth management team and clients with their needs.Key Responsibilities:Welcome and assist clients, in person and via phone, to...
-
Financial Advisor Development Program
1 month ago
Phoenix, Arizona, United States UBS Full timeYour roleAre you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE?If yes, then we're looking for someone like you to join our October 2024 Training Program that will prepare you to...
-
Wealth Management Associate
3 minutes ago
Phoenix, Arizona, United States The Charles Schwab Corporation Full timeAbout Our TeamWe're a team of innovative thinkers and creative problem solvers at The Charles Schwab Corporation, working together to transform the finance industry. Our Wealth Advisory team is dedicated to providing exceptional client service and financial planning expertise.Our CultureWe value collaboration, open communication, and a commitment to...
-
Wealth Management Associate
2 days ago
Phoenix, Arizona, United States First International Bank & Trust Full timeJob Description**About the Role**First International Bank & Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are seeking a highly detail-oriented and organized individual to join our Wealth Management team as a Wealth Management Associate.**Key Responsibilities**Client Relations:...
-
Wealth Management Associate
2 days ago
Phoenix, Arizona, United States The Charles Schwab Corporation Full timeAbout Our TeamWe're a team of innovative thinkers and creative problem solvers at The Charles Schwab Corporation, working together to transform the finance industry. Our Wealth Advisory team is dedicated to providing exceptional client service and financial planning expertise.Our CultureWe value collaboration, open communication, and a commitment to...
-
Wealth Management Professional
2 days ago
Phoenix, Arizona, United States CAPTRUST Full timeJob SummaryCAPTRUST is seeking a highly motivated and detail-oriented individual to join our team as a Wealth Management Intern. This role will provide exposure to the inner-workings of a wealth management firm with a robust tax practice.Key ResponsibilitiesAssist on special projects, including internal projects and client-specific initiativesHelp the team...