What are the responsibilities and job description for the Wealth Management Advisor position at My Investment Path?
Company Description My Investment Path is a Registered Investment Advisory firm serving clients in the State of Florida. The firm focuses on delivering personalized, fiduciary financial guidance that aligns with each client’s unique goals and risk profile. Services typically include comprehensive financial planning, retirement planning, and investment management tailored to individuals and families. As an independent advisory practice, My Investment Path emphasizes transparency, client education, and long-term relationships. Team members join a client-centered environment committed to ethical standards and regulatory compliance.
Role Description This is a hybrid; contract role for a Wealth Management Advisor. The advisor will work directly with clients to understand their financial goals, analyze their current financial situation, and develop customized strategies across financial planning, retirement planning, and investment management. Day-to-day tasks include conducting virtual client meetings, preparing and presenting financial plans, evaluating portfolio performance, and recommending adjustments aligned with clients’ objectives and risk tolerance. The role also involves staying current with market trends and regulatory requirements, maintaining accurate documentation, and collaborating with internal resources to ensure high-quality service. The advisor is expected to proactively follow up with clients, support new client onboarding, and uphold fiduciary responsibilities at all times. This is an independent contrator relationship with performance AUM compensation basis and strong compliance involved. We are ok with many outside activities, please ask.
Qualifications
- Strong foundation in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for a diverse client base.
- Strong work and personal ethics with good moral, character.
- Proficiency in Investments and Wealth
- Owning a preexisting portfolio of at least $5M in AUM or able to build it within first year.
- SIE, series 65 currently licensed
- Management Services to construct, monitor, and rebalance client portfolios aligned with risk and time horizons.
- Solid understanding of Finance principles, including cash flow analysis, risk management, and tax-aware planning.
- Excellent communication and client relationship skills, with the ability to explain complex concepts in clear, accessible language.
- Experience working in a registered investment advisory or similar financial services environment; familiarity with regulatory and compliance standards.
- Comfort with remote work tools and client-facing video conferencing platforms; strong organizational and time-management skills.
- Relevant professional credentials (e.g., CFP®, ChFC®, CPA, or progress toward such designations) preferred.
- Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent professional experience preferred.