Description

A leading wealth management firm is seeking an experienced Financial Advisor to work with high-net-worth and ultra-high-net-worth individuals and families. This role is ideal for someone who enjoys building long-term client relationships, delivering comprehensive financial plans, and serving as a trusted advisor on investment, retirement, and wealth management strategies.

What You'll Do

• Build and manage long-term client relationships
• Conduct financial planning and retirement planning meetings
• Advise clients on investment strategies and wealth management solutions
• Serve as a trusted advisor for complex financial needs
• Grow assets by deepening existing client relationships
• Work with an established book of warm client opportunities

Requirements

• 5-8 years of wealth management or financial advisory experience
• Strong financial planning and client advisory background
• Experience working with high-net-worth clients preferred
• Business development and relationship management skills
• CFP designation is a plus
• Ability to discuss investments, retirement planning, and broader wealth strategies

Why Join?

• Focus on quality relationships rather than high meeting volume
• Advise sophisticated high-net-worth and ultra-high-net-worth clients
• Existing client relationships provided
• Opportunity to grow assets and earnings over time
• Collaborative environment with a long-term advisory focus

This is an excellent opportunity for an advisor who enjoys comprehensive financial planning, relationship management, and helping affluent clients achieve their long-term financial goals.