Wealth Management Advisor

Larson Maddox; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive benefits

Retirement savings

Tuition assistance

Professional development

Flexible work arrangements

Job summary

Larson Maddox is seeking a seasoned financial advisor to manage and deepen relationships with high-net-worth clients, delivering fiduciary advice and customized wealth strategies.

You will leverage an established client base while growing your practice, collaborating with specialists, and maintaining a client-first service approach. This role emphasizes independent work within a team context and ongoing professional growth.

Qualifications

• 5+ years managing a book of business and advising affluent clients.
• Strong background in wealth management, investments, and financial planning.
• Proven relationship management and business development skills.
• Entrepreneurial mindset with a passion for helping clients succeed.

Responsibilities

• Manage and deepen relationships with high-net-worth clients.
• Serve as a trusted fiduciary advisor for complex decisions and retirement planning.
• Deliver customized investment and wealth management strategies.
• Collaborate with specialists across investments, planning, insurance, and wealth solutions.
• Grow your practice by expanding existing relationships and sourcing new opportunities.
• Provide exceptional service while maintaining a client-first approach.

Skills

Relationship management

Wealth management

Business development

Independent work

Client-centered advisory

Education

FINRA Series 7

FINRA Series 63

Series 65 or 66

Life & Health Insurance License

Job description

Join a nationally recognized financial services organization committed to helping professionals achieve long-term financial security. This is an opportunity to step into an established client base while continuing to grow your own practice through meaningful relationships and fiduciary advice.

What You'll Do:

• Manage and deepen relationships with high-net-worth and affluent clients
• Serve as a trusted advisor, helping clients navigate complex financial decisions and retirement planning
• Deliver customized investment and wealth management strategies aligned with client goals
• Collaborate with specialists across investments, planning, insurance, and wealth solutions
• Grow your practice by expanding existing client relationships and identifying new opportunities
• Provide exceptional service while maintaining a client-first, fiduciary approach

What We're Looking For:

• 5+ years of experience managing a book of business and advising affluent clients
• Strong background in wealth management, investments, and financial planning
• Proven relationship management and business development skills
• Entrepreneurial mindset with a passion for helping clients achieve financial success
• Ability to work independently while leveraging a broader advisory team

Required Licenses:

• FINRA Series 7 and Series 63
• Series 65 or 66
• Life & Health Insurance License (or willingness to obtain within a defined onboarding period)

Preferred Qualifications:

• Experience serving high-net-worth individuals and retirement-focused clients
• Competitive base salary plus performance-based incentive compensation
• Opportunity to increase earnings as your practice grows
• Comprehensive benefits package, including retirement savings programs, tuition assistance, professional development support, and flexible work arrangements