Senior Wealth Advisor: Independent Growth for HNW Clients

NEST Capital; Troy (OH); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Professional growth opportunities

Job summary

NEST Capital is seeking an experienced Senior Financial Advisor to join our team in delivering high-net-worth wealth management and comprehensive financial guidance.

You will develop investment plans, manage client relationships, and pursue new business opportunities while collaborating with professionals across the firm. A strong background in investment strategy and client service is essential for success.

Qualifications

• Bachelor’s degree in finance, accounting, or related field is required.
• CFP or CIMA certifications are preferred.
• Active Series 7 and Series 66 registrations and Life & Health Insurance Licenses are required.
• 7–10 years of experience in investment planning and wealth management.
• Strong analytical, communication, and interpersonal skills are essential.
• Ability to work independently and as part of a team.
• Knowledge of investment planning software such as eMoney is preferred.

Responsibilities

• Develop and maintain relationships with high-net-worth clients, understanding their financial goals.
• Serve as servicing advisor on existing practice clients.
• Create and implement comprehensive investment plans including tax and estate strategies.
• Conduct financial analysis and provide recommendations on investments and risk management.
• Collaborate with attorneys and accountants to provide integrated solutions.
• Identify and pursue new business opportunities through networking and marketing.

Skills

Client relationship management

Financial analysis

Communication skills

Interpersonal skills

Team collaboration

Education

Bachelor’s degree in finance, accounting, or related field

Tools

Investment planning software (eMoney)

Job description

NEST Capital is seeking an experienced Senior Financial Advisor to join our team in delivering high-net-worth wealth management and comprehensive financial guidance.

You will develop investment plans, manage client relationships, and pursue new business opportunities while collaborating with professionals across the firm. A strong background in investment strategy and client service is essential for success.