Wealth Management Advisor

The LifeWealth Group; Town of Florida (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

The LifeWealth Group in New York state seeks a Sales Advisor to strengthen client relationships and drive growth. You will work closely with the advisory team to deliver comprehensive financial planning, investment guidance, and tax/estate planning within regulatory guidelines.

The role emphasizes high-volume relationship management, mentoring staff, and expanding the client base through referrals and professional networking.

Qualifications

• CFP designation in progress or holder.
• Licenses in progress or active: Series 7, 63, 65/66.
• 5+ years in direct wealth advisory services.
• Experience with securities, financial planning, investments and insurance.
• Experience with multiple custodian platforms (Fidelity, Schwab, TD, etc.).
• Strong communication and sales orientation.
• Proficient with Microsoft Office and CRM systems.
• Familiar with planning software such as eMoney, Moneyguide Pro, Retirement Analyzer.

Responsibilities

• Serve as link between clients and advisory team to drive growth.
• Conduct comprehensive review meetings and develop financial strategies.
• Oversee client retention for core accounts and manage high-impact relationships.
• Mentor staff and promote firm culture through referrals and networking.

Skills

Strong communication

Sales-focused

Mentoring staff

Education

CFP designation (in progress)

Series 7/63/65/66 (in progress)

Tools

Microsoft Office Suite

CRM software

Fidelity Custodian Platform

Schwab Custodian Platform

TD Ameritrade Platform

eMoney

Moneyguide Pro

Retirement Analyzer

Job description

The Sales Advisor serves as a vital link between clients and the advisory team, focusing on managing high-impact relationships and driving firm growth through proactive business development. Responsibilities include conducting comprehensive review meetings, implementing complex financial planning strategies, and overseeing client retention for the firm’s core accounts. This role requires a high level of technical expertise to provide expert guidance on investments, taxes, and estate planning while maintaining strict compliance with industry regulations. Additionally, the Advisor is expected to champion the firm’s culture by mentoring staff and expanding the client base through referral-based marketing and professional networking.

Must Haves

• CFP Designation - Can be in progress
• Series 7, 63, 65/66 - Active or in progress
• 5+ years experience in direct advisory services in Wealth Management/Banking
• Experience with Securities, Financial Planning, Investments, and Insurance required
• Experience working with various Custodian Platforms (Fidelity, Schwab, TD, etc.)
• Strong communication and sales motivated
• Microsoft Suite and CRM experience
• Familiarity with Financial Planning software (eMoney, Moneyguide Pro, Retirement Analyzer)
• High volume work environment and growth minded