Wealth Advisor

WHO WE ARE :

LifeMap Wealth Management is a growing firm dedicated to helping clients navigate their financial journey with confidence. We empower business owners, professionals, retirees, and families to make informed decisions about their financial future. Our passion is to educate, plan, and provide professional solutions that enable our clients to prioritize and achieve their life goals.

As we continue to grow, we are looking for a Wealth Advisor to join our team and play a key role in our firm’s success. If you have a strong drive to succeed and share our vision of delivering exceptional financial guidance, we want to hear from you!

WHO WE'RE LOOKING FOR :

We are seeking a Wealth Advisor who will build and maintain client relationships while delivering personalized financial guidance. This role is ideal for a motivated professional who thrives in a client-focused environment and is eager to contribute to a growing team.

WHAT YOU'LL DO :

• Provide information / education to clients about the purpose and details of financial products, services, and strategies.
• Source prospective client opportunities by capitalizing on networking and referrals.
• Promote established investment models and strategies that are suitable for our targeted clients.
• Coordinate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary.
• Promote the firm’s wealth enhancement planning and outcome based solutions.
• Adhere to all company and industry supervisory guidelines and policies.
• Participate in advisor meetings, training, and continuing education requirements.
• Provide positive and professional service to the assigned client base.
• Handle all communication with the client base including phone calls, emails and meetings.
• Review investment products currently held in clients’ accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives.
• Maintain all continuing education requirements of a wealth advisor plus required training elements.
• Attend firm client events.

WHAT YOU BRING :

WHAT WE OFFER :

At LifeMap Wealth Management, we foster a culture of motivation, collaboration, and professional growth. This is your opportunity to make a meaningful impact in the lives of our clients while advancing your career in wealth management.