Wealth Advisor

Job Overview:
As an Advisor at our partners firm, you will play a pivotal role in guiding our clients through critical business decisions. Your expertise will help shape strategies that lead to sustainable growth and innovation. With a focus on providing actionable insights and customized solutions, you’ll support a diverse range of industries to navigate challenges and maximize opportunities.

Key Responsibilities:

• Work closely with clients to understand their business needs and objectives, offering tailored advice and solutions.
• Conduct in-depth analysis of industry trends, market conditions, and business operations to provide data-driven recommendations.
• Collaborate with internal teams to design and implement strategic initiatives that align with client goals.
• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.
• Present findings and strategies to clients, offering clear and concise advice that aids in decision-making processes.
• Continuously monitor the success of implemented strategies and provide ongoing support or adjustments as needed.

Qualifications:

• CFP/ Series 7, 63, 65,66
• Bachelor’s degree in business, finance, or a related field (Master’s preferred).
• 5 years of experience in a consulting or advisory role, preferably in a corporate environment.
• Proven ability to analyze complex data, identify key insights, and develop actionable recommendations.
• Excellent communication and presentation skills, with the ability to influence and persuade at all levels.
• Strong relationship-building skills with a customer-focused mindset.
• Ability to manage multiple projects and deliver results under tight deadlines.

Preferred Skills:

• Experience working across diverse industries, including finance, healthcare, and technology.
• Expertise in change management, business transformation, or strategic planning.
• Proficiency in data analytics tools and software.

Job Type: Full-time

Pay: $75,000.00 - $115,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

License/Certification:

• Series 7 (Required)
• Series 66 (Required)
• Series 63 (Required)
• Series 65 (Required)

Work Location: In person

Salary : $75,000 - $115,000