Senior Wealth Planning Advisor | Planning-First & Client Growth

Raymond James & Associates

Fort Myers (FL)

On-site

USD 90,000 - 140,000

Full time

2 days ago

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Benefits offered by this job

Medical + HSA

Dental

Vision

Life Insurance

Long Term Care Insurance

Retirement plan

PTO + Market holidays

Job summary

Uhler Vertich White Advisors is seeking a Wealth Planning Advisor to deliver comprehensive financial planning and wealth management for existing clients, focusing on a planning-first approach and long-term relationships.

The successful candidate will participate in client meetings, prepare plans and recommendations, coordinate follow-up tasks, and collaborate with attorneys, accountants, and other professionals to help families achieve lasting financial independence.

Qualifications

Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
FINRA Series 7 and Series 66 licenses.
Direct client experience in wealth management.
Strong investment planning knowledge.

Responsibilities

Deliver comprehensive financial planning and wealth management for existing clients.
Prepare plans, recommendations, and coordinate follow-up tasks.
Meet with clients and participate in planning discussions.
Collaborate with attorneys, accountants, and partners.
Grow practice through business development and asset gathering.
Document client conversations and action items.