Senior Wealth Advisor — Lead Clients & Holistic Planning

Crawford Thomas Recruiting; Alaska; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k)

Paid time off

Professional development

Training & mentorship

Profit-based bonus

Partnership opportunities

Job summary

Crawford Thomas Recruiting is seeking an experienced Personal Wealth Advisor to lead client relationships and deliver comprehensive financial planning services for a nationally recognized fee-only wealth management firm.

This role offers extensive training, mentorship, profit-based bonuses, and a clear path toward advanced wealth management, leadership, and potential partnership opportunities.

Requirements include CFP® or ChFC® plus Series 65/66, and 3+ years of client-facing experience.

Qualifications

• 3+ years of client-facing financial services experience.
• Strong financial analysis and planning skills.
• Excellent communication and relationship-management abilities.

Responsibilities

• Lead advisor and manage a client-service team.
• Conduct portfolio reviews and provide comprehensive financial planning advice.
• Develop strategies across investments, taxes, retirement, estate planning, and asset protection.
• Maintain accurate client financial data and prepare reports and analyses.
• Lead ongoing client communication and respond to financial planning needs.
• Collaborate with internal specialists to deliver holistic wealth-management solutions.
• Mentor junior team members and support their professional development.
• Help drive client satisfaction, retention, and assets under management.

Skills

Client-facing financial services

Financial planning

Relationship management

Communication

MoneyGuidePro

Salesforce

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related field

Tools

MoneyGuidePro

Salesforce

Job description

Crawford Thomas Recruiting is seeking an experienced Personal Wealth Advisor to lead client relationships and deliver comprehensive financial planning services for a nationally recognized fee-only wealth management firm.

This role offers extensive training, mentorship, profit-based bonuses, and a clear path toward advanced wealth management, leadership, and potential partnership opportunities.

Requirements include CFP® or ChFC® plus Series 65/66, and 3+ years of client-facing experience.