Financial Advisor

Who We Are

At Wealth Financial Services & Tax Advisory (WFSTA), we believe financial planning is about building lasting relationships, not just managing investments. Our approach is centered around trust, integrity, and a deep understanding of our clients’ goals. We are independent fiduciary advisors, meaning we always put our clients’ best interests first—no sales quotas, no corporate agendas, just expert financial guidance.

The Opportunity

We’re looking for a Financial Advisor who thrives on developing strong client relationships, providing strategic financial advice, and delivering peace of mind. If you have a consultative mindset and enjoy helping people navigate wealth management, tax strategies, and retirement planning, we’d love to meet you.

What Makes This Role Unique?

• Client-first approach – We prioritize long-term trust over short-term transactions.
• Independent fiduciary model – No proprietary products, just unbiased advice.
• Growth-oriented environment – Continuous learning and career development are key.
• Collaborative culture – Work with a team that values integrity, knowledge-sharing, and client success.

What You’ll Do

1. Build & Strengthen Client Relationships

• Act as a trusted financial partner, guiding clients through key financial decisions.
• Develop personalized financial strategies that align with clients’ goals, values, and life changes.
• Conduct one-on-one strategy sessions, ensuring clients are confident in their financial roadmap.
• Be proactive in relationship-building, staying in touch and anticipating client needs.

2. Provide Expert Financial Planning & Investment Guidance

• Design comprehensive financial plans, integrating investment management, tax strategies, estate planning, and retirement solutions.
• Educate clients on investment options, risks, and opportunities, helping them make informed decisions.
• Stay ahead of market trends, regulations, and emerging financial strategies to provide top-tier advice.

3. Enhance the Client Experience

• Deliver a seamless onboarding experience, ensuring new clients feel valued from day one.
• Maintain a high-touch, client-focused approach, providing timely responses and proactive check-ins.
• Partner with our internal team and external partners to ensure clients receive holistic financial solutions.

4. Maintain Compliance & Professional Excellence

• Ensure all strategies adhere to industry regulations and fiduciary best practices.
• Keep up with ongoing licensing requirements, market developments, and best practices.
• Utilize financial planning software and analytics tools to optimize client strategies.

5. Business Development & Growth

• Identify new client opportunities and expand relationships with existing clients.
• Represent WFSTA at networking events, educational seminars, and industry conferences.
• Serve as a thought leader in the financial planning space, reinforcing WFSTA’s reputation as a trusted and innovative firm.

Who You Are

• Proven relationship-builder with a consultative approach to financial advising.
• 5 years of experience in financial planning, wealth management, or investment advising.
• Bachelor’s degree in Finance, Economics, Business, or related field (CFP®, CFA, or CIMA preferred).
• Preferred Licenses: Series 7, 65/66, and Life & Health Insurance.
• Strong ability to educate, influence, and guide clients toward long-term financial success.
• Somebody who’s organized and proactive, with a commitment to delivering exceptional client service and genuine care for what you do.
• Skilled in financial planning software, CRM tools, and investment analytics.

Why WFSTA?

• Fiduciary Independence – Work in an environment where clients’ interests always come first.
• High-Touch Client Relationships – Focus on building trust and long-term partnerships.
• Collaborative, Growth-Oriented Culture – Learn, share, and grow with a knowledgeable team.
• Competitive Compensation – Base salary performance incentives designed to reward excellence.
• Ongoing Learning & Development – Stay ahead with mentorship, training, and career advancement opportunities.

Apply today and take the next step in your advisory career.

Reach out to careers@wfsta.com for questions!