Wealth Planning Advisor

130 Raymond James Financial Services, Inc.; Fort Myers (FL); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical + HSA contribution

Dental

Vision insurance

Life Insurance

Long Term Care Insurance

Retirement

PTO + Market holidays

Job summary

RaymondJames is seeking a Wealth Planning Advisor to deliver comprehensive financial planning and wealth management services to existing clients while contributing to practice growth. The role emphasizes a planning-first approach and building long-term relationships with clients and their families.

You will participate in client meetings, prepare financial plans, coordinate follow-up, and serve as a trusted resource through tax, estate, retirement, and wealth transfer considerations.

Qualifications

• Licensed financial advisor with Series 7/66.
• Experience in wealth management for affluent clients.
• Strong communication and relationship-building skills.
• Knowledge of retirement income planning and tax-efficient investing.
• CFP certification preferred and other advanced wealth designations welcome.

Responsibilities

• Develop comprehensive financial plans aligned with client goals.
• Deliver wealth management and investment guidance for existing clients.
• Build and maintain long-term client relationships across generations.
• Collaborate with attorneys, accountants, and other professionals.
• Support business development and asset growth through referrals.

Skills

Financial planning

Wealth management

Client relationship management

Communication skills

Tax planning

Education

Series 7 license

Series 66 license

CFP certification preferred

Tools

Financial planning software

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. Unwavering 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

Workstyle

Onsite Uhler Vertich White and its employees are independent contractors with respect to RaymondJames, not employees of RaymondJames. The term “RaymondJames” includes but is not limited to RaymondJamesFinancial Services, Inc. (“RJFS”) and RaymondJamesFinancial Services Advisors. Inc. (“RJFSA”) as affiliates. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to RaymondJames. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by RaymondJames.

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Company Culture

At RaymondJames our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long‑term view.

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

About Raymond James

RaymondJames is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St.Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, RaymondJames has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the NewYork Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well‑being. We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive. As an established but ever‑evolving company, you can start – or continue – growing your career here. We invest in you with wide‑ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, RaymondJames is where good people grow. Our people‑first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at RaymondJames – and why they stay.