Wealth Advisor (Virtual) - Investments & Planning

Make Your Move; United States; On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

FSAs/HSA

401(k) match

Tuition reimbursement

Referral program

Holiday reception

Summer family outing

Job summary

Salem Five is seeking an experienced Investment Advisor to collaborate with bankers and Wealth Management Officers, meeting with clients in a virtual environment and delivering financial reviews and tailored investment plans.

You will provide guidance on investment planning, retirement and education planning, coordinate referrals to specialists when needed, and support a broad range of banking and wealth services while maintaining compliance and high service standards.

Qualifications

• Bachelor's degree from four-year college; 3-5 years’ related experience.
• FINRA licenses: Series 7; Series 66 (or 63/65); CFP preferred but not required.
• Valid Driver’s License.
• Registration with FINRA/SEC and state licenses related to life, accident, and health insurance.

Responsibilities

• Manage sales prospect pipeline; prepare for and conduct client investment meetings virtually.
• Provide financial advice on investment, retirement and education planning; offer detailed needs analysis and implementation plan.
• Develop new business and expand existing accounts with Retail Partners and Wealth Management Officers.
• Maintain knowledge of client financial needs; adapt plans with changes in law, economy, or client circumstances.
• Complete periodic reviews for clients seeking additional services (insurance, deposits, mortgages).
• Provide unbiased recommendations across investments and insurance; coordinate referrals to specialists as needed.
• Work with LPL Financial to ensure compliant, ethical financial recommendations and high activity levels.
• Adhere to department policies; maintain documentation for compliance and audits.

Skills

Client relationship management

Financial planning

Investment knowledge

Regulatory compliance

Education

Bachelor's degree

Series 7 license

Series 66 (or 63/65)

CFP preferred

Driver's License

Job description

Salem Five is seeking an experienced Investment Advisor to collaborate with bankers and Wealth Management Officers, meeting with clients in a virtual environment and delivering financial reviews and tailored investment plans.

You will provide guidance on investment planning, retirement and education planning, coordinate referrals to specialists when needed, and support a broad range of banking and wealth services while maintaining compliance and high service standards.