Financial Wealth Advisor (Advisory Team)

📋 Description

• Manage and grow an established book of business while delivering comprehensive wealth management
• Advise clients across investments, retirement planning, estate planning, insurance, tax strategy
• Transition existing client relationships onto the wealth management platform while maintaining
• Prospect consistently for new clients through referrals, community engagement, professional
• Build and maintain long-term relationships with high-net-worth individuals and families
• Develop qualified business opportunities and maintain a consistent prospecting pipeline.

🎯 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.

🎁 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.