Lead Wealth Advisor (CFP) – Client-Focused Portfolio

W3Global; Alaska; On-site; USD 95,000 - 180,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Dental insurance

Vision insurance

Life insurance

HSA

PTO

Professional development coaching

Tuition reimbursement

Job summary

W3Global in the Jacksonville, FL area seeks an experienced Client Service Advisor / Wealth Advisor (CFP) to join our wealth management practice. This is a client-focused advisory role, not a sales position, offering mentorship and opportunities for leadership in comprehensive wealth planning.

The successful candidate will have at least 3 years' experience with investments and financial planning, CFP or ChFC preferred, Series 65/66, and strong client service skills.

Qualifications

• CFP certification completed or near completion.
• ChFC designation may be considered.
• Series 65 or Series 66 required.
• Bachelor's degree in Finance, Accounting, Business or related field.
• 3+ years of experience in financial services, investments, and/or financial planning.
• Experience with investment solutions and comprehensive financial planning.
• Experience with financial planning software and CRM systems.
• Strong MS Office skills.
• Salesforce experience preferred.
• Background check and clean U4 required.

Responsibilities

• Lead advisor for high-net-worth clients with exceptional service.
• Provide scheduled portfolio reviews and comprehensive financial planning.
• Respond to client questions and service requests promptly.
• Develop and maintain long-term client relationships.
• Maintain accurate client financial information and profiles.
• Review financial statements, portfolios, goals, and data.
• Prepare reports and analyses for client meetings.
• Coordinate with tax, legal, and other professionals to implement wealth strategies.
• Identify opportunities to expand wealth management services.
• Support client retention and referral efforts.

Skills

CFP certification

ChFC designation

Strong communication

Relationship management

Education

Bachelor's degree in Finance/Business

Tools

MoneyGuidePro

CRM systems

Microsoft Office

Salesforce

Job description

W3Global in the Jacksonville, FL area seeks an experienced Client Service Advisor / Wealth Advisor (CFP) to join our wealth management practice. This is a client-focused advisory role, not a sales position, offering mentorship and opportunities for leadership in comprehensive wealth planning.

The successful candidate will have at least 3 years' experience with investments and financial planning, CFP or ChFC preferred, Series 65/66, and strong client service skills.