Senior Wealth Planner: Planning-First & Client Growth

Raymond James Financial, Inc.; Fort Myers (FL); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Medical + HSA

Dental insurance

Vision insurance

Life Insurance

Long Term Care Insurance

Retirement plan

PTO + market holidays

Job summary

Uhler Vertich White Advisors is seeking a Wealth Planning Advisor who will work with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while helping grow the practice. The role emphasizes a planning-first approach and building deep, long-term relationships with clients.

You will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up, and serve as a trusted resource through tax, estate, and

Qualifications

• Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
• FINRA Series 7 and Series 66 (or equivalent) licenses.
• Demonstrated experience working directly with clients in a wealth management environment.
• Strong understanding of investment management and comprehensive financial planning.
• Excellent communication and relationship-building skills.

Responsibilities

• Develop and deliver comprehensive financial plans tailored to client goals and objectives.
• Analyze client financial situations and provide recommendations related to retirement, investment, tax, insurance, and estate planning.
• Assist clients with implementing planning recommendations and monitoring progress toward their objectives.
• Participate in ongoing plan reviews and adjustments as client circumstances evolve.
• Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies.
• Build and maintain strong relationships with existing clients and their families.
• Serve as a trusted advisor and consistent point of contact.
• Conduct review meetings and ongoing planning discussions.
• Deliver a high level of proactive communication and personalized service.
• Support relationship continuity across multiple generations of client families.
• Prepare for client meetings, including financial plan analysis, agenda creation, and meeting materials.
• Shadow and participate in meetings alongside senior advisors.
• Document client conversations, recommendations, and action items.
• Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time.
• Work collaboratively with advisors, operations staff, accountants, attorneys, and other professional partners.
• Cultivate referral opportunities within existing client relationships and professional networks.
• Develop new client relationships and contribute to asset growth.
• Represent the firm professionally within the community and professional circles.
• Support firm growth initiatives while maintaining a high standard of client service.
• Manage multiple client projects and planning engagements simultaneously.
• Ensure recommendations are implemented and tracked through completion.
• Maintain detailed client records and planning documentation.
• Demonstrate ownership, accountability, and strong follow-through on commitments.

Skills

Financial advisor experience

Communication skills

Relationship building

Investment management understanding

Education

FINRA Series 7 & 66 licenses

Job description

Uhler Vertich White Advisors is seeking a Wealth Planning Advisor who will work with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while helping grow the practice. The role emphasizes a planning-first approach and building deep, long-term relationships with clients.

You will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up, and serve as a trusted resource through tax, estate, and