Servicing Wealth Advisor

Location: Tavares, FL 32778

Reports to: President, CEO

Job Type: Full-Time

Destiny Wealth Partners manages over $1.2B in assets and is seeking a Servicing Wealth Advisor to manage and nurture new and existing client relationships, ensuring that each client receives personalized financial advice and top-tier service. This role is ideal for an advisor with a passion for relationship management and deep technical expertise in wealth planning. While having an existing book of business is desirable, this role is not focused on aggressive business development.

KEY RESPONSIBILITIES:

The ideal candidate will:

• Serve as the primary advisor for an assigned group of existing and new HNW and UHNW clients.
• Develop a deep understanding of each client’s financial goals, ensuring their plans evolve as they experience life changes.
• Proactively identify client needs and address them with service excellence.
• Prepare and deliver comprehensive financial planning and investment analysis tailored to clients’ goals and circumstances.
• Progressively master the firm’s Proven Process and act independently in serving clients.
• Collaborate with internal teams and external professionals to deliver a coordinated client experience.
• Monitor and adjust client strategies as needed, ensuring alignment with market conditions and client objectives.
• Ensure timely and accurate execution of client requests, coordinating with operations and service teams.
• Maintain compliance with firm policies and regulatory standards.
• Document client interactions and ensure proper record-keeping in CRM systems.
• Foster multi-generational relationships within client families, positioning the firm as a trusted resource for future generations.
• Identify opportunities for deepening client engagement through expanded services or referrals to specialized teams (family office, estate planning, etc.)

ADVANCEMENT IN THIS ROLE IS AVAILABLE BASED ON:

• Demonstration of adoption of Destiny Wealth Partners Core Values
• Measurable excellence in financial planning and client service
• Sustained growth of their client base

QUALIFICATIONS:

• Skills/Traits: Excellent communicator, client-focused, service-oriented, team player, forward looking, detailed and deliberate.
• 3 years of industry experience.
• Series 65.
• Excellent interpersonal and communication skills, with a client-centric mindset.
• Highly organized, detail-oriented, and comfortable managing multiple priorities.

NICE TO HAVE:

• Existing clients/relationships with HNW families, and experience working with HNW and UHNW clients.
• CFP®, CFA®, or similar designation, or progress toward such a designation.

COMPENSATION:

Compensation begins as a base salary plus a percentage of revenue of clients served

BENEFITS:

• 401(k)
• Health insurance
• Life insurance

ABILITY TO RELOCATE:

• Tavares, FL 32778: Relocate before starting work (Required)
• Job Type: Full-time
• Work Location: In office

WHY JOIN US?

• Opportunity to build lasting relationships with sophisticated clients.
• Our award-winning, nationally-recognized firm, offers a client-first culture in which you can achieve your highest professional Destiny.
• Access to best-in-class tools, resources, and professionals across multiple financial disciplines.