Wealth Advisor

Position Overview

At SteelPeak Wealth, we operate with a growth mindset. As a Wealth Advisor here, you’ll be surrounded by the resources, technology, and talent of a leading RIA — so you can focus on what you do best: taking care of clients and growing assets. We’re looking for an advisor who shares our passion for delivering exceptional client outcomes and is ready to thrive in a collaborative, high-performing environment.

Key Responsibilities

• Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
• Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
• Conduct regular reviews of clients' financial portfolios and provide proactive recommendations for adjustments and improvements.
• Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
• Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice.
• Collaborate with other team members to deliver comprehensive financial planning services.
• Maintain accurate and detailed records of client interactions and financial plans.

Qualifications

• Bachelor’s degree in finance, economics, accounting, business, or related field required.
• Active Series 65, 66, or Series 7 license required; CFP® designation strongly preferred.
• 5 years of experience as a licensed financial advisor or in a client-facing wealth management role.
• Demonstrated success in managing client relationships and growing assets under management (AUM).
• Strong knowledge of financial planning principles, investment strategies, and regulatory standards.
• Excellent communication, presentation, and interpersonal skills.
• Entrepreneurial mindset with proven business development experience.
• Passion for empowering clients to achieve their financial goals.

Why Join SteelPeak?

• We're one of the nation’s fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years.
• A collaborative, mission-driven team environment that puts client outcomes first.
• Access to advanced planning tools, research resources, and investment platforms.
• Opportunities for professional growth, leadership, and career advancement.
• The ability to make a meaningful impact in clients’ lives and in the community.
• Total compensation includes base pay plus a bonus component based on new client growth.
• Medical, dental, and vision insurance
• 401(k) with matching (eligible after one year)