Senior Financial Advisor (Wealth Advisor)

MTtalent; New Jersey; On-site; USD 61,000 - 64,000; Full time

Benefits offered by this job

Profit sharing bonus

Comprehensive benefits

3 weeks paid vacation

Mentorship and leadership

Job summary

MT Talent Solutions invites an experienced Senior Financial Advisor / Wealth Advisor to join a respected private wealth practice in the Hamilton region. You will serve affluent clients with comprehensive financial planning and mentorship responsibilities.

You will lead and mentor junior advisors, contribute to succession planning, and help grow the client book while upholding high ethical standards and collaborative team culture.

Qualifications

• 8+ years of experience in financial planning, wealth management, or financial advisory services.
• CFP®, CIM®, CFA®, PFP®, or another recognized financial planning/investment designation.
• Demonstrated success managing and growing a portfolio of affluent or high-net-worth clients.

Responsibilities

• Build and maintain trusted relationships with affluent and high-net-worth clients.
• Deliver comprehensive financial planning solutions, including retirement, estate, tax, investment, insurance, and wealth preservation strategies.
• Provide investment recommendations aligned with each client's goals, objectives, and risk tolerance.
• Identify opportunities to deepen existing client relationships while attracting new assets to the practice.
• Collaborate with internal team members to deliver an exceptional client experience.
• Mentor and coach junior advisors by sharing industry knowledge, best practices, and financial planning expertise.
• Support succession planning initiatives and contribute to the continued growth of the practice.
• Stay current on industry regulations, market trends, and financial planning strategies.

Skills

Relationship-building

Financial planning

Investment management

Estate planning

Tax planning

Job description

Senior Financial Advisor / Wealth Advisor (CFP)

Location: Burlington, ON (In-Office with Flexibility)

Compensation: $85,000 - $90,000 Base Salary + Performance Bonus / Profit Share (Higher compensation may be considered for candidates with an established book of business)

Who Are We?

At MT Talent Solutions, we specialize in connecting exceptional professionals with industry-leading organizations across Canada and the United States. Our consultative recruitment approach focuses on finding the right long-term fit for both our clients and candidates.

Why Are We Looking for You?

MT Talent Solutions is proud to partner with a respected and well-established private wealth management practice in the Hamilton region to recruit an experienced Senior Financial Advisor / Wealth Advisor.

This is an outstanding opportunity to join a collaborative team that has built its reputation on trust, long-term client relationships, and personalized financial advice. The successful candidate will work with affluent and high-net-worth clients while helping shape the future of the practice through mentorship, collaboration, and leadership.

If you're looking for more than just another advisory role and want to become part of a stable, growing practice where your expertise and voice will be value, this could be the opportunity you've been waiting for.

What's In It for You

• Performance-based bonus through a profit-sharing or contribution model
• Comprehensive benefits package
• Three (3) weeks of paid vacation
• Join an established and highly respected wealth management practice
• Work with affluent and high-net-worth clients
• Collaborative, team-oriented environment
• Opportunity to mentor and develop the next generation of advisors
• Long-term career growth with leadership and succession planning opportunities
• Primarily in-office environment with some flexibility to encourage collaboration and client service

What Will You Do?

• Build and maintain trusted relationships with affluent and high-net-worth clients.
• Deliver comprehensive financial planning solutions, including retirement, estate, tax, investment, insurance, and wealth preservation strategies.
• Provide investment recommendations aligned with each client's goals, objectives, and risk tolerance.
• Identify opportunities to deepen existing client relationships while attracting new assets to the practice.
• Collaborate with internal team members to deliver an exceptional client experience.
• Mentor and coach junior advisors by sharing industry knowledge, best practices, and financial planning expertise.
• Support succession planning initiatives and contribute to the continued growth of the practice.
• Stay current on industry regulations, market trends, and financial planning strategies.

What Do You Bring?

• 8+ years of experience in financial planning, wealth management, or financial advisory services.
• CFP®, CIM®, CFA®, PFP®, or another recognized financial planning/investment designation.
• Demonstrated success managing and growing a portfolio of affluent or high-net-worth clients.
• Strong knowledge of financial planning, investment management, retirement planning, tax strategies, and estate planning.
• Exceptional relationship-building and communication skills.
• Leadership mindset with a genuine interest in mentoring and developing other advisors.
• Collaborative approach and desire to contribute to a team-first culture.
• Existing book of business is considered a strong asset but is not required.

Why This Opportunity?

This position is ideal for an experienced Wealth Advisor who enjoys balancing exceptional client service with leadership and mentorship. You'll join a respected practice where quality advice, long-term relationships, and collaboration are valued over sales quotas.

You’ll have the opportunity to influence the future of the business, help develop junior advisors, and become a key contributor within a team committed to delivering outstanding financial planning solutions.

Recruitment Technology & AI Notice

MT Talent Solutions may use artificial intelligence and other recruitment technologies to assist with candidate sourcing, resume review, communications, and administrative recruitment tasks. Our experienced recruitment professionals personally review candidates and make recommendations to our clients. Final hiring decisions are made by the hiring organization and are never based solely on automated systems. We are committed to fair, ethical, and inclusive hiring practices.