What are the responsibilities and job description for the Wealth/Service Advisor position at Crawford Thomas Recruiting?
PERSONAL WEALTH ADVISOR
Location: Fleming Island, FL | Onsite
Salary: $60,000–$85,000 | Negotiable Based on Experience
Bonus: Generous Profit-Based Bonus Package
Growth: Partnership Grant Opportunities for Top Performers
Experience: 3 Years of Client-Facing Financial Services Experience
Requirement: CFP® or ChFC® Series 65/66
Position Overview
Our client, a nationally recognized fee-only wealth management firm, is seeking an experienced Personal Wealth Advisor to lead client relationships and deliver comprehensive financial planning services.
This role offers extensive training, mentorship, profit-based bonuses, and a clear path toward advanced wealth management, leadership, and potential partnership opportunities.
What You’ll Do
Location: Fleming Island, FL | Onsite
Salary: $60,000–$85,000 | Negotiable Based on Experience
Bonus: Generous Profit-Based Bonus Package
Growth: Partnership Grant Opportunities for Top Performers
Experience: 3 Years of Client-Facing Financial Services Experience
Requirement: CFP® or ChFC® Series 65/66
Position Overview
Our client, a nationally recognized fee-only wealth management firm, is seeking an experienced Personal Wealth Advisor to lead client relationships and deliver comprehensive financial planning services.
This role offers extensive training, mentorship, profit-based bonuses, and a clear path toward advanced wealth management, leadership, and potential partnership opportunities.
What You’ll Do
- Serve as lead advisor and manage a client-service team.
- Conduct portfolio reviews and provide comprehensive financial planning advice.
- Develop strategies across investments, taxes, retirement, estate planning, and asset protection.
- Maintain accurate client financial data and prepare reports and analyses.
- Lead ongoing client communication and respond to financial planning needs.
- Collaborate with internal specialists to deliver holistic wealth-management solutions.
- Mentor junior team members and support their professional development.
- Help drive client satisfaction, retention, and assets under management.
- CFP® or ChFC® certification, or near completion.
- Series 65 or Series 66 license required.
- 3 years of client-facing financial services experience.
- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- Strong financial analysis and planning skills.
- Excellent communication and relationship-management abilities.
- Experience with financial planning software such as MoneyGuidePro.
- Salesforce experience preferred.
- $60,000–$85,000 salary, negotiable based on experience.
- Generous profit-based bonus package.
- Partnership grant opportunities for outstanding performers.
- 401(k).
- Paid time off.
- Professional development and paid educational opportunities.
- Extensive training and mentorship.
- Clear advancement and potential partnership opportunities.
- Join an established, fee-only wealth management firm.
- Receive extensive professional training and mentorship.
- Build long-term client relationships while delivering comprehensive financial planning.
Salary : $60,000 - $85,000