Job Description
Job DescriptionWealth Advisor
Wealth Advisor
Position Overview
We are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment strategies for high-net-worth individuals and families. The Wealth Advisor will build long-term relationships, deliver personalized financial planning, and coordinate investment, tax, retirement, and estate solutions to help clients achieve their financial goals while maintaining fiduciary standards.
Key Responsibilities
- Build and manage a portfolio of high-net-worth clients through proactive relationship management and regular review meetings.
- Develop customized financial plans that address investments, retirement, tax considerations, estate planning, and risk management.
- Design and implement investment strategies and asset allocation plans aligned with client objectives, risk tolerance, and time horizon.
- Monitor portfolio performance, rebalance investments, and recommend adjustments based on market conditions and life events.
- Coordinate with internal specialists (tax, estate, insurance) and external professionals to deliver integrated wealth solutions.
- Prospect, cultivate, and convert new client relationships through referrals, networking, and targeted business development activities.
- Prepare clear, client-ready reports and presentations that explain strategy, performance, and planning recommendations.
- Ensure compliance with regulatory and firm policies, maintain accurate client records, and adhere to fiduciary responsibilities.
- Stay current on market trends, investment products, and regulatory changes; pursue professional development and maintain required licenses and certifications.
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field; advanced degree a plus.
- Certified Financial Planner (CFP) designation strongly preferred.
- 3+ years of experience in wealth management, private client advisory, or investment advisory roles working with high-net-worth clients.
- Proven knowledge of investment products, portfolio construction, asset allocation, and risk management.
- FINRA registrations or state investment advisor licenses preferred (e.g., Series 7/66 or Series 65).
- Demonstrated track record of client acquisition, relationship management, and retention.
- Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly.
- High integrity, client-first mindset, and commitment to a fiduciary standard.
- Proficiency with financial planning software, portfolio management tools, and CRM systems.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/27/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Salary
$85000 - $150000 USD per year