Wealth Management Advisor

Polley Wealth Management; Orlando (FL); Hybrid; USD 70,000 - 120,000; Full time

Job summary

A leading boutique wealth management firm in Orlando is seeking a Private Wealth Manager to serve affluent clients. The role involves financial and retirement planning, investment management, and building a practice as an independent advisor. Candidates should possess strong analytical skills and excellent communication abilities, with relevant licenses and degrees preferred. This position offers unlimited earning potential based on fee revenue.

Qualifications

• Must have an active Series 65 license.
• Certifications such as CFP, CFA, or ChFC are advantageous.

Responsibilities

• Grow a practice, financial planning, retirement planning, and investment management.
• Work hybrid for those residing in the Orlando area.

Skills

Investment Management

Financial Planning

Retirement Planning

Analytical Skills

Communication

Presentation Skills

Interpersonal Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Job description

Private Wealth Manager to Successful Professionals, Executives, and Business Owners

Company Description

Polley Wealth Management provides financial planning and investment management services to affluent and high-net-worth individuals. They offer customized wealth management strategies and a holistic approach to financial well-being, including tax optimization, estate planning, risk management, and philanthropic initiatives.

Role Description

This role is for a Wealth Management Advisor located in Orlando, FL. The advisor will be responsible for growing a practice, financial planning, retirement planning, and investment management. Hybrid work is available for those residing in the Orlando area.

Qualifications

• Must have an active Series 65 license
• Skills in Investment Management, Financial Planning, and Retirement Planning
• Experience managing wealth for affluent and high-net-worth individuals
• Strong analytical and problem-solving skills
• Excellent communication, presentation, and interpersonal skills
• Certifications such as CFP, CFA, or ChFC are advantageous
• Bachelor's degree in Finance, Economics, Business, or related field

This is an opportunity to build a practice as an independent advisor with one of the top boutique wealth management firms. Compensation is based on fee revenue, offering unlimited earning potential.