Investment Advisor

Neil Jesani Wealth Management; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

Neil Jesani Wealth Management is seeking an experienced Investment Advisor / Service Advisor for full-time, in-person work in Sunrise or Delray Beach, FL, serving ultra-high-net-worth individuals and families.

You will lead client meetings, craft financial plans and investment strategies, advise on tax, estate and wealth transfer, and collaborate with CPAs and attorneys to serve each generation.

Qualifications

• 5+ years of direct client-facing investment/wealth advisory experience.
• Bachelor's degree required.
• Series 65 or Series 66 required.
• Strong knowledge of financial planning, investments, portfolio construction, and tax planning.
• Experience with Charles Schwab Advisor Center.
• Excellent communication, analytical, and problem-solving skills.
• RIA/independent wealth management experience preferred.
• Experience with alternative investments, trusts, estate planning, and tax-management strategies preferred.

Responsibilities

• Meet directly with HNW clients and serve as a trusted advisor.
• Participate in and lead client meetings.
• Develop and implement comprehensive financial plans and investment strategies.
• Analyze portfolios, tax situations, estate structures, cash flow, and long-term goals.
• Advise on portfolio management, tax-efficient investing, and wealth preservation.
• Assist with retirement, trust, estate, gifting, and multigenerational planning.
• Evaluate and discuss alternative investments, including private equity, private real estate, hedge funds, private credit, and structured notes.
• Apply strategies such as tax-loss harvesting and tax-deferral.
• Collaborate with CPAs, estate attorneys, and other professional advisors.
• Manage client relationships and assist with portfolio implementation and ongoing investment management.
• Utilize Charles Schwab Advisor Center and Advyzon CRM.

Skills

Client-facing

Financial knowledge

Communication skills

Problem-solving

Education

Bachelor's degree

Tools

Charles Schwab Advisor Center

Advyzon CRM

Job description

Neil Jesani Wealth Management is an independent wealth management and investment advisory firm serving ultra-high-net-worth individuals, families, entrepreneurs, and business owners. We deliver institutional-grade investment management and comprehensive wealth strategies designed to preserve and grow wealth across generations.

About the Role:

Neil Jesani Wealth Management, a relationship-driven RIA serving high-net-worth individuals, families, and business owners, is seeking an experienced Investment Advisor / Service Advisor.

This is not an administrative or entry-level service position. We are seeking an experienced, licensed advisor who has substantial direct client-facing experience and is comfortable advising sophisticated clients on investments, financial planning, tax strategies, estate planning, and portfolio management.

Responsibilities:

• Meet directly with HNW clients and serve as a trusted advisor.
• Participate in and lead client meetings.
• Develop and implement comprehensive financial plans and investment strategies.
• Analyze portfolios, tax situations, estate structures, cash flow, and long-term goals.
• Advise on portfolio management, tax-efficient investing, and wealth preservation.
• Assist with retirement, trust, estate, gifting, and multigenerational planning.
• Evaluate and discuss alternative investments, including private equity, private real estate, hedge funds, private credit, and structured notes.
• Apply strategies such as tax-loss harvesting and tax-deferral.
• Collaborate with CPAs, estate attorneys, and other professional advisors.
• Manage client relationships and assist with portfolio implementation and ongoing investment management.
• Utilize Charles Schwab Advisor Center and Advyzon CRM.

Qualifications:

• 5+ years of direct client-facing investment/wealth advisory experience.
• Bachelor's degree required.
• Series 65 or Series 66 required.
• Strong knowledge of financial planning, investments, portfolio construction, and tax planning.
• Experience with Charles Schwab Advisor Center.
• Excellent communication, analytical, and problem-solving skills.
• Ability to explain complex financial concepts clearly.
• RIA/independent wealth management experience preferred.
• Experience with alternative investments, trusts, estate planning, and tax-management strategies preferred.

Who We’re Looking For:

We want an experienced investment advisor—not a traditional client service professional. The ideal candidate can independently understand complex financial situations, identify opportunities, communicate sophisticated strategies clearly, and build long-term relationships with HNW clients.

Full-Time | In-Person | Sunrise or Delray Beach, FL | Not Remote or Hybrid