Wealth Advisor: Growth & Relationship Builder

The Quest Organization Inc; California; On-site; USD 90,000 - 180,000; Full time

Job summary

The Quest Organization Inc is seeking a relationship-driven Wealth Advisor to support existing clients, grow the business, and contribute to the firm’s continued growth. This entrepreneurial role combines strong financial planning knowledge with exceptional interpersonal skills and a genuine commitment to helping clients achieve their financial goals.

Responsibilities include managing client relationships, developing new business through referrals and outreach, and maintaining a robust pipeline

Qualifications

• Bachelor's degree in a related field.
• Experience in financial advising, financial planning, wealth management, or a related client-facing financial services role.
• Demonstrated ability to build and maintain client relationships and develop new business.
• Strong financial planning and investment knowledge.
• Excellent verbal and written communication skills.
• High emotional intelligence and service-oriented mindset.
• Series 65 license preferred.
• CFP® certification or progress toward certification preferred.
• Proficiency with Microsoft Office; Salesforce and MoneyGuide Pro is a plus.

Responsibilities

• Manage and strengthen relationships with existing clients, providing personalized financial guidance and ongoing support.
• Identify and develop new business opportunities through networking, referrals, community involvement, and proactive outreach.
• Build and maintain a strong pipeline of prospective clients to support firm growth.
• Meet individual business development goals and contribute to overall firm performance.
• Develop a strong understanding of the firm's services, investment philosophy, and client experience.
• Maintain an active presence in community organizations, including leadership involvement in at least two organizations.
• Collaborate with colleagues on internal initiatives that enhance client service and drive business growth.
• Deliver a high-touch client experience grounded in trust, communication, and long-term relationship building.

Skills

Relationship building

Financial planning

Investment knowledge

Communication

Education

Bachelor's degree

Tools

Salesforce

MoneyGuide Pro

Job description

The Quest Organization Inc is seeking a relationship-driven Wealth Advisor to support existing clients, grow the business, and contribute to the firm’s continued growth. This entrepreneurial role combines strong financial planning knowledge with exceptional interpersonal skills and a genuine commitment to helping clients achieve their financial goals.

Responsibilities include managing client relationships, developing new business through referrals and outreach, and maintaining a robust pipeline