Financial Wealth Advisor (Advisory Team)

Accountabilities: Manage and grow an established book of business while delivering comprehensive wealth management services. Advise clients across investments, retirement planning, estate planning, insurance, tax strategy, and related financial planning needs. Transition existing client relationships onto the wealth management platform while maintaining continuity and a strong client experience. Prospect consistently for new clients through referrals, community engagement, professional networks, and direct outreach. Build and maintain long-term relationships with high-net-worth individuals and families, professionals, executives, nonprofits, and small business owners. Develop qualified business opportunities and maintain a consistent prospecting pipeline. Leverage technology, financial planning tools, and operational resources to deliver personalized and efficient client service. Collaborate with colleagues on complex client situations and contribute relevant institutional and industry knowledge. Support the development and mentoring of junior advisors as the practice grows. Contribute to a collaborative team environment with a long-term focus on practice and client relationship development. Requirements: Minimum $10–15M in assets under management (AUM) with transferable client relationships. Series 65 or Series 66 license required. Demonstrated track record of proactive business development and consistent client prospecting. Strong history of client retention and organic book growth. Broad experience across multiple client profiles and wealth planning disciplines. Strong knowledge of investments, retirement planning, estate planning, insurance, and tax strategy. Ability to build trusted, long-term relationships with sophisticated clients and diverse stakeholder groups. Collaborative working style with a long-term orientation toward practice ownership and growth. Strong communication, relationship management, and business development skills. CFP, CFA, ChFC, AIF, or another advanced professional designation is a plus. Experience serving nonprofits, 401(k) plans, executives, small business owners, or other specialized client segments is advantageous. Previous experience mentoring or developing junior advisors is a plus. Advisors managing $30M+ AUM who are seeking a more flexible and modern platform are also encouraged to apply. Benefits: Comprehensive medical benefits, including health and dental coverage and vision benefits. Retirement benefits, including 401(k) matching and Roth IRA options. Unlimited paid time off. Competitive industry payouts. Personalized support for transitioning existing client relationships. Operational and administrative assistance designed to reduce non-client-facing work. Access to technology and financial planning tools to support practice growth. Mentorship and collaboration with experienced wealth management professionals. Growth opportunities within a rapidly scaling fintech environment. Flexible location options supporting both remote and hybrid collaboration. Opportunity to retain and grow an established client book while developing new relationships. Support for long-term practice ownership and professional development.