Wealth Planning Advisor

Raymond James & Associates; Fort Myers (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical + HSA

Dental

Vision

Life Insurance

Long Term Care Insurance

Retirement plan

PTO + Market holidays

Job summary

Uhler Vertich White Advisors is seeking a Wealth Planning Advisor to deliver comprehensive financial planning and wealth management for existing clients, focusing on a planning-first approach and long-term relationships.

The successful candidate will participate in client meetings, prepare plans and recommendations, coordinate follow-up tasks, and collaborate with attorneys, accountants, and other professionals to help families achieve lasting financial independence.

Qualifications

• Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
• FINRA Series 7 and Series 66 licenses.
• Direct client experience in wealth management.
• Strong investment planning knowledge.

Responsibilities

• Deliver comprehensive financial planning and wealth management for existing clients.
• Prepare plans, recommendations, and coordinate follow-up tasks.
• Meet with clients and participate in planning discussions.
• Collaborate with attorneys, accountants, and partners.
• Grow practice through business development and asset gathering.
• Document client conversations and action items.

Skills

Financial planning

Relationship management

Communication

Business development

Education

CFP certification

Series 7 & 66 licenses

Job description

Job Description Summary

Job Description

About the Firm

Uhler Vertich White Advisors is a wealth management and financial planning firm serving affluent and high-net-worth families with a comprehensive, planning-driven approach. The firm specializes in helping clients navigate complex financial matters including investment management, retirement planning, tax planning, estate planning, trust strategies, insurance planning, and intergenerational wealth transfer. The team works collaboratively with clients' attorneys, accountants, and other professional advisors to develop tailored solutions designed to help families achieve long-term financial independence. The firm's philosophy is summarized by its guiding principle: "Tailored Solutions. Unwavening Care."With a select client base and deep commitment to personalized service, the firm focuses on building long-term relationships and delivering sophisticated planning strategies that address all aspects of a client's financial life.

Position Summary

The Wealth Planning Advisor will work closely with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while also contributing to the growth of the practice through business development and asset gathering.This role is ideal for an experienced advisor who embraces a planning-first approach to wealth management and enjoys building deep, long-term relationships with clients. The successful candidate will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up activities, and serve as a trusted resource to clients throughout their financial journey.The ideal candidate possesses strong technical planning capabilities, excellent relationship management skills, and a genuine interest in helping clients navigate complex tax, estate, retirement, and wealth transfer considerations.

Key Responsibilities

• Financial Planning & Client Advice
• Develop and deliver comprehensive financial plans tailored to client goals and objectives.
• Analyze client financial situations and provide recommendations related to retirement, investment, tax, insurance, and estate planning.
• Assist clients with implementing planning recommendations and monitoring progress toward their objectives.
• Participate in ongoing plan reviews and adjustments as client circumstances evolve.
• Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies.
• Client Relationship Management
• Build and maintain strong relationships with existing clients and their families.
• Serve as a trusted advisor and consistent point of contact.
• Conduct review meetings and ongoing planning discussions.
• Deliver a high level of proactive communication and personalized service.
• Support relationship continuity across multiple generations of client families.
• Advisor Development & Team Collaboration
• Prepare for client meetings, including financial plan analysis, agenda creation, and meeting materials.
• Shadow and participate in meetings alongside senior advisors.
• Document client conversations, recommendations, and action items.
• Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time.
• Work collaboratively with advisors, operations staff, accountants, attorneys, and other professional partners.
• Business Development
• Cultivate referral opportunities within existing client relationships and professional networks.
• Develop new client relationships and contribute to asset growth.
• Represent the firm professionally within the community and professional circles.
• Support firm growth initiatives while maintaining a high standard of client service.
• Project Management & Follow-Through
• Manage multiple client projects and planning engagements simultaneously.
• Ensure recommendations are implemented and tracked through completion.
• Maintain detailed client records and planning documentation.
• Demonstrate ownership, accountability, and strong follow-through on commitments.

Qualifications

Required

• Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
• FINRA Series 7 and Series 66 (or equivalent) licenses.
• Demonstrated experience working directly with clients in a wealth management environment.
• Strong understanding of investment management and comprehensive financial planning.
• Excellent communication and relationship-building skills.

Preferred

• CFP® certification strongly preferred.
• Other advanced wealth management designations such as ChFC®, CFA®, CIMA®, CPWA®, or CRPC®.
• Experience serving affluent or high-net-worth clients.
• Knowledge of retirement income planning, tax-efficient investing, and estate planning strategies.
• Experience collaborating with attorneys and accountants on client planning matters.

Benefits

• Medical + HSA contribution
• Dental
• Vision insurance
• Life Insurance
• Long Term Care Insurance
• Retirement
• PTO + Market holidays

Travel

None

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