About this role

Join a registered investment advisory firm as a Wealth Advisor focused on driving new business growth and supporting client services. This role is ideal for a business development-oriented individual who excels at building relationships and generating client opportunities. You will have the chance to service multiple client books and gain exposure to investment management and client service.

What we are looking for

6

Proactively source and develop new client relationships with high-net-worth individuals
Generate meetings with prospective clients through networking and referrals
Build relationships with external partners like accounting firms and attorneys
Support existing client relationships and learn the firm's investment philosophy
5+ years of relevant experience required
Bachelor's Degree required, CFP/CFA progress a plus

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.