Wealth Management Advisor

OneDigital Investment Advisors LLC; New York (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

OneDigital Investment Advisors LLC seeks a sales-driven financial advisor to evaluate clients, tailor advice, and help them reach financial goals. The role blends client meetings, analysis, and sales strategy.

You will support business development through events, campaigns, and proposals while leveraging wealth management expertise. You will work to cultivate relationships, drive revenue, and maintain client satisfaction, with opportunities for ongoing learning and professional advancement in a

Qualifications

• Proven track record of exceeding sales goals.
• Strong understanding of financial planning principles, investment strategies, and relevant regulations.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Experience with financial planning software MoneyGuidePro preferred.
• Proven success with multi-tasking and managing priorities effectively.
• Must be licensed or able to obtain necessary securities licensure within 90 days.

Responsibilities

• Build trust with clients by understanding their financial needs and risk tolerance.
• Develop and present customized financial plans with internal teams.
• Deliver an exceptional client experience through ongoing communication and service.
• Meet with clients regularly to review progress and investment alignment.

Skills

Sales experience

Financial planning

Investment concepts

Communication

Independent work

Time management

Education

Bachelor's degree in Business, Economics, Finance

FINRA license

2+ years financial advisory experience

2–5 years sales experience

Tools

MoneyGuidePro

Salesforce

Microsoft Office

Job description

OneDigital Investment Advisors LLC seeks a sales-driven financial advisor to evaluate clients, tailor advice, and help them reach financial goals. The role blends client meetings, analysis, and sales strategy.

You will support business development through events, campaigns, and proposals while leveraging wealth management expertise. You will work to cultivate relationships, drive revenue, and maintain client satisfaction, with opportunities for ongoing learning and professional advancement in a