Wealth Advisor

WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment management, and estate planning. The ideal candidate will have a strong background in finance, exceptional communication skills, and a deep commitment to client service.

Responsibilities

• Develop and maintain relationships with high-net-worth clients
• Analyze client financial data to develop customized financial plans
• Provide investment advice and ongoing portfolio management
• Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services
• Conduct regular client meetings to review progress and make adjustments to financial plans as necessary
• Stay up-to-date on market trends and investment opportunities
• Ensure compliance with all regulatory requirements

Requirements

• Bachelor's degree in finance, business administration, or a related field
• Series 65 license in good standing (Series 7, 63 or 66)
• CFP or CPA designation
• At least 3-5 years of experience working in wealth management or a related field
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Deep understanding of financial markets and investment products
• Commitment to continuous learning and professional development and the company

Benefits

Pay/benefits are competitive based on industry standards, experience and capabilities.

Benefits may include: 401(k) with company matching program, paid vacation, paid holidays, and paid health insurance.

Full financial support may be provided for professional accreditation/continuing education requirements and other education/ training opportunities.

WEALTHPOINT ADVISORS, LLC IS AN EQUAL-OPPORTUNITY EMPLOYER