Wealth Advisor

Saltee Co ^ Talent; Tallahassee (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Saltee Co ^ Talent is seeking a Wealth Advisor in the Tallahassee area to provide comprehensive financial planning, investment management and wealth-building strategies for individuals, families and business clients.

You will build strong, trust-based relationships, understand clients' financial goals and deliver personalized solutions with exceptional service. You will act as a strategic partner guiding clients through all aspects of their financial life.

Qualifications

• Minimum three years of similar or related experience.
• Preferred BS/BA in a relevant field and required FINRA licenses (Series 7/66).
• CFP designation preferred; life and disability insurance knowledge required.

Responsibilities

• Provide comprehensive financial planning and wealth management for individuals and business clients.
• Develop tailored investment strategies and ongoing advisory services.
• Build and maintain trust-based client relationships and ensure compliant service delivery.
• Collaborate with leadership to execute long-term growth strategies.

Skills

Interpersonal skills

Presentation skills

Conflict resolution

Relationship building

Education

BS/BA in relevant field

FINRA Series 7/66 licenses

Life & Disability insurance

CFP preferred

Job description

*Amazing Opportunity in the Tallahassee Market*

Pensacola, Tallahassee, or South Alabama

The Wealth Advisor is responsible for providing comprehensive financial planning, investment management, and wealth-building strategies to individuals, families, and business clients. This role involves building strong, trust-based relationships by understanding clients' financial goals, offering personalized solutions, and ensuring exceptional service delivery. The Financial Advisor acts as a strategic partner, guiding clients through all aspects of their financial life.

Key Responsibilities

• Provides sound advice to clients and prospects to determine financial goals, identify suitable products and services based on unique needs and risk tolerance, present customized recommendations and financial plans, offer advice and complete the sales and engagement process.
• Leverage relationships with leadership to execute our long term growth strategies within the organization.
• Identify and keep abreast of new market trends. Utilize this knowledge to communicate with potential and existing clients in regards to portfolio creation or changes.
• Build relationships with retail teams and other centers of influence.
• Maintain client files and books and records in compliance with the requirements of our broker/ dealer, FINRA, state regulations and insurance regulators
• Performs other job related duties as assigned.

Performance Measurements:

• Maintain and submit accurate, timely reporting.
• Complete assigned responsibilities with minimum number of errors according to established department standards.
• Ensure compliance with all applicable rules and regulations in all areas of job activities.
• Provide informed, professional, accurate service and support to all members and associates.
• Keep management informed regarding key operating issues affecting the organization.
• Complies with all applicable rules, regulations and policies, including but not limited to BSA, OFAC and Physical Security.

Qualifications

• Three years of similar or related experience.
• Education: Preferred college degree (BS or BA in a relevant field). Series 7, 66 FINRA licenses, Life & Disability insurance required: CFP Preferred.
• Interpersonal Skills: Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.
• Other Skills: Ability to read, write, comprehend, and speak English clearly. Normally expected to work between 8:00 a.m. and 5:00 p.m., but may be required to work nights and/or weekends. Must adhere to safety rules and regulations