Wealth Advisor

Wealth Advisor

Position Overview
We are seeking a client-focused Wealth Advisor to build and manage long-term relationships with high-net-worth and affluent clients. The Wealth Advisor will develop comprehensive financial plans, recommend investment and wealth management strategies, and coordinate with internal specialists to help clients achieve their financial goals. The role requires strong interpersonal skills, an advisory mindset, and the ability to balance investment expertise with client service and compliance.

Key Responsibilities

• Establish and maintain trusted relationships with clients by understanding their financial goals, risk tolerance, and life priorities.
• Develop, present, and implement customized financial plans and wealth management strategies, including investment, retirement, estate, and tax planning in coordination with specialists as needed.
• Provide ongoing portfolio monitoring and rebalancing, performance reporting, and regular reviews to ensure plans remain aligned with client objectives.
• Identify opportunities to expand client relationships through tailored product and service recommendations while maintaining a client-first approach.
• Coordinate with internal teams (investment research, tax, trust, legal) to deliver integrated solutions for complex client needs.
• Ensure all client interactions and recommendations comply with regulatory requirements, firm policies, and documented suitability and risk disclosures.
• Manage onboarding, documentation, and administrative processes for new and existing clients, maintaining accurate records and timely communication.
• Maintain up-to-date knowledge of market trends, investment products, and industry best practices to provide informed advice and thought leadership to clients.

Qualifications

• Bachelors degree in Finance, Economics, Business, or a related field; advanced degree or MBA preferred.
• Certified Financial Planner (CFP) designation preferred or progress toward certification.
• 5 years of experience in wealth management, financial planning, or advisory roles working with high-net-worth clients.
• Strong knowledge of investment products, portfolio construction, asset allocation, and tax-aware planning techniques.
• Excellent communication, presentation, and relationship-management skills with a client-centric mindset.
• Proven ability to grow client relationships and identify new business opportunities while adhering to fiduciary standards.
• Familiarity with relevant regulatory and compliance requirements; relevant securities licensing (e.g., FINRA Series) preferred where applicable.
• High level of integrity, discretion, and professionalism when handling sensitive client information.

Email Your Resume In Word To
Jamar.Sloley@CyberCoders.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JS37-1998609L042 -- in the email subject line for your application to be considered.
Jamar Sloley - Executive Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

This job was first posted by CyberCoders on 10/02/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

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