Senior Wealth Advisor for High-Net-Worth Clients

NEST Capital; Indiana; Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation

1099 options available

Health, dental, and vision insurance

401(k) plan with company match

Professional growth opportunities

Collaborative work environment

Job summary

NEST Capital is seeking an experienced Financial Advisor to provide expert guidance to high-net-worth individuals, families, and businesses. You will develop comprehensive investment plans, manage client relationships, and identify new business opportunities to drive growth.

Responsibilities include building client relationships, delivering integrated financial solutions, and mentoring junior advisors in a collaborative, growth-oriented environment.

Qualifications

• Bachelor’s degree required in finance or related field.
• CFP or CIMA certification preferred.
• Active Series 7/66 licenses and Life & Health licenses required.
• 5–7 years of experience in investment planning and wealth management.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Serve as servicing advisor on existing clients as needed.
• Create and implement comprehensive investment plans including tax and estate planning.
• Collaborate with attorneys and accountants for integrated solutions.
• Identify and pursue new business opportunities through networking and marketing.
• Stay current on market trends and regulatory changes.
• Mentor junior advisors and support professional development.
• Participate in business development and growth initiatives.

Skills

Relationship building

Client servicing

Analytical skills

Communication

Team collaboration

Education

Bachelor's degree in finance or related

CFP or CIMA certification

Active Series 7/66 licenses

Life & Health Licenses

Tools

eMoney

Investment planning software

Job description

NEST Capital is seeking an experienced Financial Advisor to provide expert guidance to high-net-worth individuals, families, and businesses. You will develop comprehensive investment plans, manage client relationships, and identify new business opportunities to drive growth.

Responsibilities include building client relationships, delivering integrated financial solutions, and mentoring junior advisors in a collaborative, growth-oriented environment.