Role OverviewThe Wealth Advisor will develop and grow a portfolio of ultra-high-net-worth clients through proactive prospecting, networking, referrals, and relationship development. The ideal candidate is a highly motivated, intellectually curious, and personable professional who thrives in a hunter-style sales environment.
What You Will Do
Develop and grow a portfolio of ultra-high-net-worth clients, build trusted relationships with business owners, executives, athletes, and affluent individuals, and deliver sophisticated wealth management solutions.
Why It Might Be a Fit
The ideal candidate is a highly motivated, intellectually curious, and personable professional who thrives in a hunter-style sales environment, embraces coaching, and is excited by the opportunity to build a substantial book of business.
Requirements
- Bachelor's degree required
- 2–5 years of wealth management, financial advising, or related financial services experience preferred
- Active SIE, Series 7, and Series 63 or 65 licenses preferred
- Demonstrated success in business development, consultative selling, relationship management, or independently generating new business
- Strong hunter mentality with the motivation and entrepreneurial drive to build a book of business from the ground up
- Excellent communication, interpersonal, and relationship-building skills with the ability to engage executives and high-net-worth individuals
- Strong intellectual curiosity, capital markets interest, coachability, and proficiency in Microsoft Office
Benefits
- Medical coverage effective on your first day
- Dental and vision insurance options
- 401(k) with company match
- 20 vacation days for eligible VP-level employees
- Attractive first-year compensation structure
- Dedicated mentorship, hands-on leadership support, and a collaborative team environment
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