AVP, Wealth Advisor

Jobtailor; Deutschland; Vor Ort; EUR 55.000 - 80.000; Vollzeit

Zusammenfassung

Jobtailor is seeking an experienced financial planner to serve existing and prospective clients across retirement, tax strategy, equity compensation, real estate, and estate coordination.

You will support senior advisor relationships, manage a growing client pipeline, and leverage planning tools to deliver personalized guidance in a fast-moving, entrepreneurial environment. A Series 65 or 66 license and 2+ years of wealth management experience are required to excel in this role.

Qualifikationen

• Series 65 or 66 license is required.
• 2+ years of experience in financial planning or wealth management.
• Strong foundation in retirement, investment management, and tax basics.

Aufgaben

• Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
• Support senior advisor client relationships and take on increasing ownership over time.
• Handle new client inquiries and leads — turning warm introductions into long-term relationships.
• Prospect for new clients through referrals, community engagement, and professional networks.
• Leverage Farther's technology and planning tools to deliver a high-quality, personalized client experience.
• Contribute to team operations and support internal succession planning as the practice grows.

Kenntnisse

Relationship management

Self-starter

Pipeline management

Ausbildung

Series 65 or 66 license

Tools

Financial planning software

Jobbeschreibung

Responsibilities

• Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination
• Support senior advisor client relationships and take on increasing ownership over time
• Handle new client inquiries and leads — turning warm introductions into long-term relationships
• Prospect for new clients through referrals, community engagement, and professional networks
• Leverage Farther's technology and planning tools to deliver a high-quality, personalized client experience
• Contribute to team operations and support internal succession planning as the practice grows

Requirements

• Series 65 or 66 license required
• 2+ years of experience in financial planning or wealth management
• Strong foundation in financial planning concepts — retirement, investment management, tax basics
• Relationship-first mindset with genuine care for clients' long-term outcomes
• Comfortable working in a fast-moving, entrepreneurial environment
• Self-starter who can manage a pipeline and own follow-through

Core Competencies

Demonstrates expertise in financial planning, including retirement, investment management, and tax strategy, while fostering strong client relationships and managing a client pipeline effectively. Proven ability to leverage technology and planning tools to enhance client experiences in a fast-paced environment.