Mentored Wealth Advisor—Grow in Client-Focused Planning

Talentwealth; Florida; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship from senior advisor

Performance-based bonus opportunity

Job summary

Talentwealth in Fort Pierce, FL is seeking an Associate Wealth Advisor to join a close-knit four-person practice. You will work in a second-chair capacity alongside the founding advisor, supporting client meetings, financial planning, and wealth management strategies.

You will focus on advisory skills, deepen client relationships, and develop toward more independent responsibilities within an established team, with mentorship and no book of business required.

Qualifications

• Experience in wealth management or financial advisory environments.
• Series 7 & 66 licenses preferred.
• CFP designation or progress toward CFP is a plus.
• Strong interpersonal and communication skills for client relationships.

Responsibilities

• Support the management of established client relationships alongside the founding advisor.
• Participate in client meetings, initially in a second-chair capacity, discussing financial planning and investments.
• Assist with preparation, development, and maintenance of comprehensive financial plans.
• Identify client needs and opportunities to enhance existing plans.
• Coordinate and follow up on recommendations and action items from meetings.
• Develop relationships with existing clients and gradually assume more relationship management responsibilities.
• Assist with portfolio reviews and preparation of client meeting materials.
• Collaborate with client service and operations teams to implement recommendations.
• Continue developing advisory skills under mentorship from a senior advisor.
• Deliver a high level of personalized service to the established client base.

Skills

Wealth management

Financial planning

Client relationships

Communication

Education

Series 7 & 66 licenses

CFP designation or progress toward CFP

Tools

CRM software

Financial planning software

Job description

Talentwealth in Fort Pierce, FL is seeking an Associate Wealth Advisor to join a close-knit four-person practice. You will work in a second-chair capacity alongside the founding advisor, supporting client meetings, financial planning, and wealth management strategies.

You will focus on advisory skills, deepen client relationships, and develop toward more independent responsibilities within an established team, with mentorship and no book of business required.