Wealth Advisor

Wealth Advisor – Fee-Only Financial Planning Firm

A growing, independent fee-only financial planning firm is seeking a Wealth Advisor who is passionate about financial planning and eager to step into a leadership role with equity partnership potential. This position offers the opportunity to work closely with a client base of high-earning professionals, gain mentorship on running a successful advisory practice, and contribute to a collaborative, growth-focused team.

Key Responsibilities:

• Prospect Engagement & Onboarding – Assist in closing new clients, presenting financial plans, and managing the onboarding process, including account setup and transfers.
• Client Review Meetings – Prepare and lead client review meetings, ensuring all aspects of financial planning and investment strategies align with their goals.
• Investment & Portfolio Management – Play an active role in portfolio allocation decisions and monitor trade activity within firm-managed ETF model portfolios.
• Client Service & Relationship Management – Provide prompt and proactive responses to client inquiries, managing requests efficiently while ensuring exceptional service.
• Team Mentorship & Leadership – Support and mentor junior team members by fostering problem-solving skills and a client-first approach.
• Collaborative Team Engagement – Contribute to firm-wide strategy discussions and brainstorming sessions in a dynamic, fast-paced environment.

Ideal Candidate Profile:

• Entrepreneurial mindset with a strong interest in future equity ownership (within three years).
• Holds at least one of the following credentials: CFP®, CPA, CFA, or MBA.
• Minimum five years of financial advisory experience, with significant client-facing responsibilities.
• Proficiency in industry software such as CRM (e.g., Wealthbox), financial planning tools (e.g., eMoney), custodian platforms (e.g., Fidelity), and reporting systems (e.g., Tamarac).
• Strong ability to prioritize tasks, think creatively, and demonstrate a deep passion for financial planning.
• Excellent communication skills with comfort in client interactions via in-person meetings, phone, email, and video conferencing.
• Team-oriented with the flexibility to wear multiple hats in a growing firm.

Compensation & Benefits:

• Base salary up to $150,000/year bonus potential.
• Pathway to equity partnership within three years.
• Hybrid work flexibility following the probationary period.
• 401(k) with a 4% company match.
• Company-covered life and disability insurance.
• Assistance with securing health insurance coverage.
• Paid professional dues and continuing education support.
• Comprehensive mentorship for both career and community involvement.

This is a unique opportunity to join a forward-thinking firm that values collaboration, innovation, and long-term growth. If you’re ready to elevate your career and take on a leadership role, we encourage you to apply.

Job Type: Full-time

Pay: $125,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance

Compensation Package:

• Bonus opportunities

Work Location: In person

Salary : $125,000 - $150,000