Wealth/Service Advisor

Crawford Thomas LLC; Alaska; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k)

Paid time off

Professional development

Training & mentorship

Profit-based bonus

Partnership opportunities

Job summary

Crawford Thomas Recruiting is seeking an experienced Personal Wealth Advisor to lead client relationships and deliver comprehensive financial planning services for a nationally recognized fee-only wealth management firm.

This role offers extensive training, mentorship, profit-based bonuses, and a clear path toward advanced wealth management, leadership, and potential partnership opportunities.

Requirements include CFP® or ChFC® plus Series 65/66, and 3+ years of client-facing experience.

Qualifications

• 3+ years of client-facing financial services experience.
• Strong financial analysis and planning skills.
• Excellent communication and relationship-management abilities.

Responsibilities

• Lead advisor and manage a client-service team.
• Conduct portfolio reviews and provide comprehensive financial planning advice.
• Develop strategies across investments, taxes, retirement, estate planning, and asset protection.
• Maintain accurate client financial data and prepare reports and analyses.
• Lead ongoing client communication and respond to financial planning needs.
• Collaborate with internal specialists to deliver holistic wealth-management solutions.
• Mentor junior team members and support their professional development.
• Help drive client satisfaction, retention, and assets under management.

Skills

Client-facing financial services

Financial planning

Relationship management

Communication

MoneyGuidePro

Salesforce

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related field

Tools

MoneyGuidePro

Salesforce

Job description

PERSONAL WEALTH ADVISOR

Location: Fleming Island, FL | Onsite

Salary: $60,000–$85,000 | Negotiable Based On Experience

Bonus: Generous Profit-Based Bonus Package

Growth: Partnership Grant Opportunities for Top Performers

Experience: 3+ Years of Client-Facing Financial Services Experience

Requirement: CFP® or ChFC® + Series 65/66

Position Overview

Our client, a nationally recognized fee-only wealth management firm, is seeking an experienced Personal Wealth Advisor to lead client relationships and deliver comprehensive financial planning services.

This role offers extensive training, mentorship, profit-based bonuses, and a clear path toward advanced wealth management, leadership, and potential partnership opportunities.

What You’ll Do

• Serve as lead advisor and manage a client-service team.
• Conduct portfolio reviews and provide comprehensive financial planning advice.
• Develop strategies across investments, taxes, retirement, estate planning, and asset protection.
• Maintain accurate client financial data and prepare reports and analyses.
• Lead ongoing client communication and respond to financial planning needs.
• Collaborate with internal specialists to deliver holistic wealth-management solutions.
• Mentor junior team members and support their professional development.
• Help drive client satisfaction, retention, and assets under management.

What You’ll Bring

• CFP® or ChFC® certification, or near completion.
• Series 65 or Series 66 license required.
• 3+ years of client-facing financial services experience.
• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• Strong financial analysis and planning skills.
• Excellent communication and relationship-management abilities.
• Experience with financial planning software such as MoneyGuidePro.
• Salesforce experience preferred.

Compensation & Benefits

• $60,000–$85,000 salary, negotiable based on experience.
• Generous profit-based bonus package.
• Partnership grant opportunities for outstanding performers.
• 401(k).
• Paid time off.
• Professional development and paid educational opportunities.
• Extensive training and mentorship.

WHY JOIN?

• Clear advancement and potential partnership opportunities.
• Join an established, fee-only wealth management firm.
• Receive extensive professional training and mentorship.
• Build long-term client relationships while delivering comprehensive financial planning.