Wealth Advisor - CFP Required

Conway Wealth; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Annual performance-based bonus

Referral bonus for new clients

Competitive retirement and benefits package

Job summary

A boutique wealth management firm is seeking a Financial Advisor responsible for developing comprehensive financial plans and managing client relationships. The ideal candidate should have a CFP designation, a Bachelor's degree in finance, and a minimum of 3 years of experience. This role offers competitive compensation, including a base salary and performance bonuses.

Qualifications

• Must be a Certified Financial Planner (CFP).
• Requires minimum 3 years of relevant experience.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Develop and maintain comprehensive financial plans for clients.
• Build long-term client relationships through regular communication.
• Lead and engage with the next generation of clients in financial education.
• Participate in business development strategies.
• Collaborate with investment teams on strategies set for clients.
• Ensure compliance with all regulatory standards.

Skills

Certified Financial Planner (CFP)

Bachelor's degree in finance or related field

3+ years of financial planning experience

Strong interpersonal skills

Knowledge of investment strategies

Proficiency in financial planning software

Education

Bachelor's degree

Tools

Financial planning software

Job description

OUR FIRM

Conway Wealth is an innovative, fast-growing boutique wealth management firm providing investment management and financial planning services to high-net-worth clients. We are looking for a Financial Advisor who will play a key role in our advisory business.

At Conway, we lead clients toward Aligning Life & Wealth® by focusing not just on investment gains but gains in the parts of life that create lasting happiness. Ideal candidates for the Financial Advisor role are proactive, results-oriented, and can deliver exceptional financial advisory services to our clients while also leading our next-generation initiatives and actively participating in our business development strategy.

THE ROLE

The Financial Advisor will be responsible for working across all client relationships, leading our next-generation initiatives, and actively participating in our business development strategy. You will collaborate with our clients to understand their financial objectives, develop comprehensive financial plans, and provide ongoing guidance to help them achieve their goals. Additionally, you will play a crucial role in expanding our client base and fostering relationships with the next generation of clients.

Joining a rapidly growing, entrepreneurial RIA means aligning your career with a firm that is actively scaling – creating meaningful advancement and ownership possibilities for those who help drive that growth.

RESPONSIBILTIES

• Comprehensive Financial Planning: Develop, implement, and maintain comprehensive financial plans for clients by following the Conway Wealth process.
• Client Relationship Management: Build and maintain strong, long‑term client relationships through regular communication, reviews, and adjustments to their financial plans as needed.
• Next-Generation Engagement: Lead and develop strategies to engage with the next generation of clients, providing them with financial education, guidance, and advisory services.
• Business Development: Actively participate in the development and execution of business development strategies, including identifying opportunities for growth, attending networking events, and contributing to marketing initiatives.
• Investment Management: Collaborate with our investment team to implement investment strategies aligned with clients' goals, values, and interests.
• Regulatory Compliance: Ensure adherence to all regulatory requirements and compliance standards in the provision of financial advisory services.
• Stay Informed: Keep abreast of industry trends, market conditions, and changes in financial regulations to provide informed advice to clients.

SKILLS

• Certified Financial Planner (CFP) designation is required.
• Bachelor's degree in finance, Business, or related field.
• Minimum of 3 years of experience in financial planning and advisory services.
• Strong interpersonal and communication skills.
• Proven ability to build and maintain client relationships.
• Knowledge of investment strategies and financial products.
• Proficiency in financial planning software and tools.
• Commitment to maintaining the highest ethical standards and compliance with regulations. Prior experience with custodians (i.e., Fidelity) is a plus.

COMPENSATION

• Competitive base salary + annual performance‑based bonus.
• One‑time referral bonus for each net new client that results in revenue producing accounts brought to the firm.
• Competitive retirement and benefits package.

For more information about the company, visit our website at www.conwaywealth.com. Conway Wealth is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Conway Wealth Group, LLC. 4 Campus Drive, Parsippany, NJ 07054. Tel. [phone] Fax [phone] Direct Office Tel. [phone].