Wealth Advisor CFP

A growing wealth management firm is seeking a client-facing Wealth Advisor to join its advisory team. This is an opportunity to work with affluent clients through every stage of the planning process, delivering comprehensive advice in a collaborative, planning-focused environment. Responsibilities Lead clients through the financial planning process from onboarding through implementation and ongoing reviews. Develop and present comprehensive financial plans tailored to client goals. Partner with attorneys, CPAs, and other professionals to coordinate planning strategies. Build trusted relationships through proactive communication and grow the client base through referrals and community involvement. Qualifications 5+ years of financial services experience, including developing and presenting financial plans. Experience with pre‐retirees, retirees, and high-net‐worth clients. Strong knowledge of retirement planning, investments, insurance, tax, and wealth management strategies. Experience with financial planning software and CRM platforms. Required Skills Strong client-facing communication and relationship management skills. Ability to simplify complex financial concepts and deliver advice with confidence. Highly organized, detail-oriented, and collaborative. #J-18808-Ljbffr