Wealth Management Advisor - Associate/Wealth Manager

Our client is a Forbes recognized, growing wealth management firm serving corporate executives, professionals, business owners, and high net worth families. The firm operates as a fee only fiduciary RIA, providing comprehensive financial planning and investment management without commission based product sales.We are seeking talented wealth management professionals at both the Associate Wealth Manager and Wealth Manager levels to join a collaborative, client focused advisory team.Responsibilities: Build and manage comprehensive financial plans and investment strategies.Develop trusted, long term relationships with high net worth clients.Prepare for and lead client meetings, presentations, and financial reviews.Serve as a direct resource for clients and proactively address their financial needs.Analyze financial planning data, investments, employer benefits, and other client-specific considerations.Support implementation of recommendations and coordinate follow up across internal teams.Participate in prospect meetings and contribute to new client development at the Wealth Manager level.Contribute to thought leadership and educational content for the firm’s target clientele.Collaborate with wealth management, investment, and tax professionals to deliver a comprehensive client experience.Required: Bachelor’s degree in Finance, Accounting, Business, Financial Planning, or a related field. Masters degree preferred. 3+ years of relevant experience for Associate Wealth Manager; 5+ years for Wealth Manager.CFP, CFA, or CPA designation required.Series 65 held or willingness to obtain.Strong financial planning, analytical, communication, and relationship building skills.Confident and polished client presence with the ability to explain complex financial concepts clearly.Highly organized, proactive, and comfortable taking ownership.Ability to thrive in a collaborative, fast paced environment.Why Join?Forbes recognized wealth management firmFee only, fiduciary advisory modelSophisticated executive and professional clienteleIntegrated wealth and tax planning environmentStrong business development supportCompetitive compensation and performance based bonusesComprehensive health, retirement, and PTO benefitsProfessional development and continuing education supportClear path toward leadership and potential future ownershipIf you're looking to build a long term career with a sophisticated, growing wealth management firm that invests in its people, we'd love to connect.