Wealth Management Advisor

About This Role

Join a talented team as a Wealth Management Advisor, building lasting client relationships and empowering them to achieve financial goals through holistic wealth management strategies.

Responsibilities

• Build and nurture long-term client relationships by gaining a deep understanding of their financial goals, risk tolerance, and investment preferences
• Conduct comprehensive financial analyses to assess clients’ current situations and identify opportunities for growth and improvement
• Develop customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile
• Recommend suitable investment solutions—including equities, fixed income, mutual funds, and alternative investments—based on thorough market research and analysis
• Continuously monitor and evaluate client portfolios, making strategic adjustments in response to market trends and evolving client needs
• Provide ongoing financial guidance and proactive wealth management advice, ensuring clients remain informed and confident in their financial decisions
• Collaborate closely with internal partners, including tax advisors, estate planners, and legal professionals, to deliver integrated and holistic financial solutions
• Contribute to the firm’s growth by helping clients achieve their financial goals through thoughtful planning and disciplined investment management
• Stay informed on market developments, economic shifts, and regulatory updates to ensure clients receive current and relevant advice

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline
• Valid Series 7 license
• Valid Series 66 license
• Valid NY Life & Accident and Health license
• Minimum of 3 years of experience in wealth management or financial services
• In-depth understanding of financial markets, investment vehicles, and wealth management strategies
• Proficiency with financial analysis tools, portfolio management platforms, CRM systems, and Microsoft Office Suite
• Outstanding interpersonal skills with the ability to build lasting trust and meaningful relationships with clients
• Strong analytical and problem-solving capabilities, coupled with sound judgment and a results-driven mindset
• Excellent verbal and written communication skills
• Commitment to integrity, ethical standards, and full compliance with regulatory requirements and industry best practices

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline
• Minimum of 3 years of experience in wealth management or financial services, with a strong background in developing financial plans and managing investment portfolios

Nice to Have

• Knowledge of RightCapital, MoneyGuide Pro and Wealthscape

Skills

* Required skills

Certifications