What are the responsibilities and job description for the Wealth Advisor(Hybrid) - Full Time position at Quality Talent Group?
Wealth Advisor (Hybrid) - Full TimeOur client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions.Why join this team?Competitive pay with a base salary range of $70,200 – $125,000 annuallyEligibility for incentive-based compensation programsInnovative, collaborative workplace with strong work-life balanceOngoing professional development, training, and growth opportunitiesInclusive culture committed to diversity and community engagementRequirementsBachelor’s degree5 years of experience in financial planning, accounting, legal, or related professional servicesSeries 65, CFP, or CFA requiredExperience serving high-net-worth or ultra-high-net-worth clientsProficiency with financial planning and investment software (e.g., eMoney, MoneyGuide Pro)Strong interpersonal, communication, and relationship management skillsExperience mentoring or training junior staffExcellent organizational, time management, and attention-to-detail skillsClean U4 with no disclosuresWhat you’ll doPartner with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clientsPrepare customized financial plans and portfolios through detailed research and analysisLead and maintain client relationships, addressing ongoing needs and inquiriesCollaborate with internal teams to execute client requests and maintain accurate recordsSupport business growth by helping attract new clients through strategic and community relationshipsApply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.
Salary : $70,200 - $125,000