Wealth Advisor

Tier 1 Consulting, Inc.; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

Tier 1 Consulting, Inc. is seeking an experienced Wealth Advisor to join its growing financial services practice. This relationship-driven role combines sophisticated wealth planning with business development, serving affluent clients and delivering comprehensive financial strategies.

The position offers a base salary of $100,000 to $150,000 DOE with revenue sharing and performance-based earnings, and it is primarily onsite. The opportunity supports growth and leadership in wealth management.

Qualifications

• 3+ years of wealth management or financial advisory experience.
• Experience with affluent or high-net-worth clients.
• Strong financial planning and investment management knowledge.

Responsibilities

• Develop and maintain relationships with affluent and high-net-worth clients
• Provide comprehensive wealth and financial planning guidance
• Develop customized investment and long-term financial strategies
• Identify and cultivate new client relationships through prospecting, networking, and referrals
• Grow and manage a book of business
• Conduct client meetings and ongoing portfolio reviews
• Partner with internal resources to deliver a high-level client experience
• Maintain current knowledge of investment markets, planning strategies, and industry developments

Skills

Relationship management

Communication

Presentation skills

Financial planning

Investment management

Business development

Education

Series 65 license

CFP designation

Job description

Base Salary: $100,000 to $150,000 DOE

Additional Compensation: Revenue Sharing / Performance-Based Earnings

Schedule: Primarily Onsite

Position Overview

An established financial services organization is seeking an experienced Wealth Advisor to join its growing practice.

This opportunity is designed for a relationship-driven advisor who combines sophisticated wealth planning expertise with an entrepreneurial approach to business development.

The ideal candidate has experience advising affluent and high-net-worth clients, developing new relationships, and delivering comprehensive financial strategies across investments, retirement, tax planning, and broader wealth management needs.

Key Responsibilities

• Develop and maintain relationships with affluent and high-net-worth clients
• Provide comprehensive wealth and financial planning guidance
• Develop customized investment and long-term financial strategies
• Identify and cultivate new client relationships through prospecting, networking, and referrals
• Grow and manage a book of business
• Conduct client meetings and ongoing portfolio reviews
• Partner with internal resources to deliver a high-level client experience
• Maintain current knowledge of investment markets, planning strategies, and industry developments

Qualifications

• 3+ years of relevant wealth management or financial advisory experience
• Demonstrated experience working with affluent or high net worth clients
• Strong financial planning and investment management knowledge
• Proven ability to develop new client relationships and grow business
• Series 65 or appropriate advisory licensing
• Excellent relationship management, communication, and presentation skills
• CFP designation is highly valued
• RIA experience strongly preferred

The Opportunity

This is an opportunity for an accomplished advisor who wants the resources and infrastructure of an established organization while retaining the entrepreneurial opportunity to build and grow a substantial practice.

The compensation structure includes a $100,000 to $150,000 base salary, depending on experience, plus revenue sharing and performance-based earning potential.