Wealth Advisor - High-Impact Client Relationships

Forgent Ltda.; Town of Florida (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Forgent Ltda. is seeking a wealth advisor to build relationships with new clients. The role offers 90,000–150,000 starting base depending on experience, with Series 65 required at hire.

You will leverage firm-led seminars and dinner programs to generate two to three qualified appointments each week, then guide clients through onboarding with support from paraplanners and client service staff.

Qualifications

• Minimum 3–5+ years in wealth management.
• Series 65 required at hire.

Responsibilities

• Build relationships with new clients sourced by the firm.
• Schedule and manage two to three qualified appointments weekly from firm-led activities.
• Work with paraplanners and client service staff to move clients through the onboarding process.

Skills

Relationship building

Communication

Education

Series 65 license

Wealth management experience

Job description

Forgent Ltda. is seeking a wealth advisor to build relationships with new clients. The role offers 90,000–150,000 starting base depending on experience, with Series 65 required at hire.

You will leverage firm-led seminars and dinner programs to generate two to three qualified appointments each week, then guide clients through onboarding with support from paraplanners and client service staff.