Wealth Manager

Overview

This role supports a fast-growing, tech-forward wealth management organization seeking experienced Wealth Advisors to build long-term client relationships with strong operational and lead-generation support.

Responsibilities

• Meet with prospective and existing clients to understand goals, priorities, and financial needs.
• Build tailored financial plans covering investments, retirement, tax strategy, insurance, and long-term planning.
• Present clear recommendations and guide clients through decisions in a simple, understandable way.
• Manage ongoing client relationships, run review meetings, and adjust plans as life and markets change.
• Stay organized and compliant using planning, CRM, and portfolio tools.
• Work with internal teams for onboarding, service, and operations support.

Requirements

• Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal).
• CFP, CFA or similar credentials.
• Strong planning and communication skills.
• Comfortable presenting advice to a wide range of clients and keeping relationships over time.
• Growth mindset and interest in working with modern marketing, automation, and planning tools.
• Clean compliance record.
• $15+ million AUM that will follow you during a transition.
• Clean U4. If not, explain why.

Preferred Qualifications

• Comfort with technology-enabled processes and modern planning tools.

Compensation & Benefits

• Competitive W-2 compensation with a clear OTE path of $120,000–$300,000 based on production and relationship growth.
• 400 warm leads per year to accelerate client acquisition.
• Marketing, tech, and operations support to reduce friction in day-to-day work.
• High-quality planning systems, CRM, and portfolio tools.
• Benefits package:
  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k) options
  • Paid time off
  • Professional development
  • 401(k)
  • 401(k) matching
  • Life insurance
  • Paid training

Job Type

Full-time

Broker-Dealer Registration Notice

This organization is a Registered Investment Advisor (RIA) and is not affiliated with a broker-dealer. Advisors joining who currently maintain FINRA broker-dealer registrations (such as the Series 7, 24, 79, or similar licenses) should understand these registrations cannot be maintained through the organization. Advisors wishing to preserve eligibility to reactivate these licenses in the future may qualify for FINRA's Maintaining Qualifications Program (MQP). Candidates are encouraged to review their licensing situation before accepting an offer.