Private Wealth Advisor

Wealth Advisor – Make an Impact, Build a Legacy

You’re not just a financial advisor—you’re a life-changer.

As a Wealth Advisor, you have the chance to guide people toward the futures they dream about—and help them sleep better at night . Whether it’s helping a young family plan for college or guiding a business owner through a successful retirement, you’re there for the moments that matter most. Your mission? Build strong relationships, deliver a platinum-level client experience, and bring strategy and heart to the world of wealth planning.

What You’ll Be Doing

Connector Extraordinaire – Grow your network of clients and Centers of Influence (COIs) through referrals, events, and genuine connections.

Financial Co-Pilot – Maintain meaningful, consistent relationships with clients and help steer them toward their financial goals.

Opportunity Spotter – Identify planning gaps and collaborate with clients and their advisors to address them.

Trusted Advisor – Offer guidance across financial products, from insurance and annuities to retirement plans and tax strategies.

Market Maven – Stay sharp on industry trends, market movements, and regulatory changes.

Team Player with an Edge – Work closely with our team using a collaborative, client-first approach.

Mentor-in-the-Making – Support and mentor fellow team members who want to grow.

Regulation Rock Star – Maintain excellence with all compliance standards and internal procedures.

What You Bring to the Table

Excellent communication and people skills.

5–10 years of experience in the financial services industry.

Series 63/65 or equivalent licenses.

Life/Health General Lines Agent license.

Bonus points for CFP®, CFA, MBA, or similar credentials.

Familiarity with the EOS® Model (or a love for structured operations).

Strong understanding of SEC compliance and insurance terminology.

Experience with tools like Salesforce, Orion, and eMoney.

Proficiency in Microsoft Office 365.

Commitment to continued education and staying ahead of the curve.

Compensation & Perks – Because You Deserve the Best

We believe in rewarding our team for the value they bring—and then some.

Generous Salary + Commission structure

Performance Bonuses on top of regular compensation

Equity Opportunities – potential to build ownership in the firm

️ Unlimited PTO – take the time you need, when you need it

100% Employer-Paid Healthcare (employee-only; family coverage available at cost)

Short & Long-Term Disability – fully covered

401(k) with Match + Discretionary Profit Share

️ Incentive Trips for top performers

All Office Overhead Paid – hardware, software, staff support

Business Development Reimbursement Budget – we invest in your growth

A culture that supports your professional development and values your personal well-being

Why Join Us?

Because you want to do meaningful work with a team that believes in impact, relationships, and fun. We take what we do seriously—but not ourselves. You’ll be part of something bigger, helping clients live better lives while building the career you’ve always wanted.