Associate Wealth Management Advisor

Nichols College; West Midlands Combined Authority; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading wealth management firm seeks an Associate Wealth Management Advisor. This full-time role involves comprehensive financial planning and investment management, aimed at sourcing new clients. Candidates must have relevant certifications (CFP, CFA) and possess strong analytical and interpersonal skills.

Qualifications

• Active Series 65, 66, CFP or CFA required.
• Experience in investment management and portfolio construction.
• Ability to work independently and proactively grow a practice.

Responsibilities

• Responsible for financial planning, retirement planning, and investments.
• Sourcing new clients and growing a practice.

Skills

Financial Planning

Retirement Planning

Investment Management

Analytical Skills

Interpersonal Skills

Communication Skills

Education

Series 65

Series 66

CFP or CFA

Job description

and the job listing Expires on July 18, 2025

Full-Time Job, Internship Accounting, Data Analytics, Economics & Finance

Company Description
Polley Wealth Management is a top private wealth management firm based in Orlando, FL. Our team of seasoned professionals caters to busy executives, professionals, business owners, and their families, offering customized wealth management strategies. We take a holistic approach to financial well-being, focusing on best-in-class investment management, tax optimization, estate planning, risk management, and philanthropic initiatives to address the entire financial landscape.

Role Description
This is a full-time business opportunity for an Associate Wealth Management Advisor. The Associate Wealth Management Advisor will be responsible for financial planning, retirement planning, investments, and wealth management services, sourcing new clients, and growing a practice. This role is located in Orlando, FL, and all applicants must currently be located in this area.

This is an opportunity to launch your private wealth management career with the top independent advisor offering in the industry. We have everything to deliver your clients the best wealth management services and allow you to grow your practice as big as you desire.

Must be entrepreneurial minded.

Qualifications
• Active Series 65, 66, CFP or CFA
• Personal Financial Planning and Retirement Planning skills
• Experience in Investment Management and Portfolio Construction
• Knowledge of Wealth Management Services
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work independently and proactively grow a practice

*This is a fee revenue advisor position.