Wealth Management Advisor

Andvaris Inc; United States; On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

40% commission on new business

401(k)

Paid Time Off (PTO)

Mentorship and professional growth

Job summary

Andvaris Inc. is seeking an experienced Wealth Advisor to build and grow a long-term advisory practice serving High-Net-Worth and Ultra-High-Net-Worth individuals, families, entrepreneurs, executives, and business owners.

The role is relationship-driven with a focus on acquiring new clients, expanding assets under management, and delivering sophisticated wealth planning solutions. Strong business development and a robust professional network are essential.

Qualifications

• 5+ years in Wealth Management, Private Banking, or Financial Advisory.
• Proven success building or managing a book of business.
• Experience with affluent, HNW and UHNW clients.
• Strong prospecting and relationship-building abilities.
• Existing professional network to cultivate and expand.

Responsibilities

• Build, manage, and grow a book of business through networking and client acquisition.
• Advise HNW/UHNW clients on investment management, financial planning, retirement, estate, tax, and wealth transfer strategies.
• Develop long-term relationships as a trusted financial advisor.
• Generate new business through referrals, prospecting, and community engagement.
• Establish and maintain relationships with attorneys, CPAs, accountants, and other COIs.
• Deliver customized wealth management and investment solutions tailored to each client's goals.

Skills

Business development

Relationship-building

Client advisory

Communication skills

Networking

Job description

A leading private wealth management firm is seeking an experienced Wealth Advisor to build and grow a long-term advisory practice serving High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, families, entrepreneurs, executives, and business owners. This is a relationship-driven role focused on acquiring new clients, expanding assets under management, and delivering sophisticated wealth planning solutions.

Responsibilities

• Build, manage, and grow a book of business through networking and client acquisition.
• Advise HNW/UHNW clients on investment management, financial planning, retirement, estate, tax, and wealth transfer strategies.
• Develop long-term relationships as a trusted financial advisor.
• Generate new business through referrals, prospecting, and community engagement.
• Establish and maintain relationships with attorneys, CPAs, accountants, and other Centers of Influence (COIs).
• Deliver customized wealth management and investment solutions tailored to each client's goals.

Required Qualifications

• 5+ years of experience in Wealth Management, Private Banking, or Financial Advisory.
• Proven success building or managing a book of business.
• Experience working with affluent, HNW, and UHNW clients.
• Strong business development, prospecting, and relationship-building skills.
• Existing professional network that can be cultivated and expanded.
• Excellent communication and client advisory abilities.
• Stable employment history with strong production performance.

Preferred Licenses

• FINRA Series 7
• FINRA Series 66
• Series 3 (preferred)
• 40% commission on new business generated
• 401(k)
• Paid Time Off (PTO)
• Continuous professional development and mentorship
• Long-term career growth within a premier private wealth management firm