Wealth Management Advisor — Sign-On Bonus + Growth

Planning Alliance; Boca Raton (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Sign-on bonus

401(k) with match

Health insurance

Vision insurance

Dental insurance

Life insurance

Disability insurance

Noncontributory pension

Job summary

Planning Alliance is seeking a Wealth Management Advisor to join our team in a full‑time capacity with offices in Boca Raton, FL, and other locations. You will manage and grow client relationships, develop financial plans, and collaborate with investment professionals to deliver tailored wealth solutions.

The ideal candidate has at least two years in wealth management, holds Series 7 and 66 or is willing to obtain them, and possesses licensure in Life/Health insurance.

Qualifications

• Must be a US citizen or permanent resident.
• Minimum of two years of wealth management and financial planning experience.
• Currently managing a personal book of business with a minimum of 50 households.
• Life and Health Insurance licensed or willingness to get it.
• Series 7 and 66 licenses or willingness to get them.
• Working knowledge of capital markets, asset allocation, and portfolio construction.

Responsibilities

• Identify prospects and opportunities in existing book of business.
• Support firm sales growth by partnering with advisors for an enhanced client experience.
• Work with Director of Investments to ensure the firm is up to date with Park Ave Securities Platform.
• Develop new business relationships with target market through community involvement, professional networks, and personal networks.
• Achieve required personal production core requirements.

Skills

Wealth management experience

Financial planning experience

Series 7 and 66 licenses

Life and Health Insurance licensed

Capital markets knowledge

Asset allocation

Portfolio construction

Self-motivated

Job description

Planning Alliance is seeking a Wealth Management Advisor to join our team in a full‑time capacity with offices in Boca Raton, FL, and other locations. You will manage and grow client relationships, develop financial plans, and collaborate with investment professionals to deliver tailored wealth solutions.

The ideal candidate has at least two years in wealth management, holds Series 7 and 66 or is willing to obtain them, and possesses licensure in Life/Health insurance.