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

Permanent