Wealth Advisor for High‑Net‑Worth Clients

Jobot; Anderson (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Health, dental, vision

Retirement plan with company match

Paid time off

Professional development

Licensing support

Career advancement

Collaborative environment

Job summary

Jobot is seeking a motivated Financial Advisor to join our Wealth Management team. You will develop personalized strategies for individuals, families, and business owners to build, manage, and preserve wealth.

The role emphasizes client relationships, comprehensive financial planning, and a high-touch advisory approach. The ideal candidate has 3+ years in financial advising and may hold Series 7/66/65 licenses or be able to obtain them.

Qualifications

• Bachelor's degree preferred in Finance, Economics, Business, Accounting, or related field.
• 3+ years of experience in financial advising, wealth management, investment management, financial planning, or related field.
• Series 7 and Series 66/65 licenses preferred or ability to obtain them.
• Strong understanding of investment products, financial planning concepts, retirement strategies, and wealth management.
• Proven ability to develop and maintain client relationships.

Responsibilities

• Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.
• Conduct comprehensive financial discovery meetings to understand clients' goals, needs, risk tolerance, and financial circumstances.
• Develop customized wealth management and financial planning strategies.
• Provide guidance related to investments, retirement planning, estate planning, tax-efficient strategies, insurance, and overall financial planning.
• Monitor client portfolios and financial plans and make recommendations as market conditions and client circumstances change.
• Conduct regular client reviews and proactively identify opportunities to improve clients' financial outcomes.
• Build and manage a pipeline of prospective clients through referrals, networking, community involvement, centers of influence, and other business-development activities.
• Identify opportunities to expand existing client relationships through additional financial products and services.
• Collaborate with investment, tax, estate planning, insurance, and other internal specialists when appropriate.
• Maintain accurate client records and ensure all activities comply with applicable regulatory and firm requirements.
• Stay current on financial markets, investment products, tax considerations, regulations, and industry trends.
• Deliver a high-touch, consultative client experience built around trust, transparency, and long‑term relationships.

Skills

Client relationships

Financial planning

Communication

Interpersonal skills

Time management

Business development

Education

Bachelor's degree in Finance, Economics, Business, Accounting, or related field

Series 7 and Series 66/65 licenses preferred

Job description

Jobot is seeking a motivated Financial Advisor to join our Wealth Management team. You will develop personalized strategies for individuals, families, and business owners to build, manage, and preserve wealth.

The role emphasizes client relationships, comprehensive financial planning, and a high-touch advisory approach. The ideal candidate has 3+ years in financial advising and may hold Series 7/66/65 licenses or be able to obtain them.