Wealth Advisor

Wealth Advisor

Position Overview

We are seeking a client-focused Wealth Advisor to deliver comprehensive wealth management and financial planning services to high-net-worth and affluent clients. The Wealth Advisor will develop tailored investment strategies, coordinate tax and estate planning, manage client portfolios, and build long-term relationships to grow assets under management while acting as a fiduciary and trusted financial partner.

Key Responsibilities

• Build and maintain deep, trust-based relationships with high-net-worth and affluent clients, acting as the primary point of contact for their financial needs.
• Develop and implement comprehensive financial plans that address investments, retirement, tax optimization, estate planning, insurance, and cash-flow management.
• Provide customized investment advice and construct diversified portfolios aligned to client objectives, risk tolerance, and time horizon.
• Monitor client portfolios and market conditions, rebalance allocations as needed, and provide regular performance reporting and plan reviews.
• Drive client acquisition and business development through referrals, networking, seminars, and targeted outreach to grow assets under management.
• Ensure full compliance with regulatory requirements and firm policies, maintain accurate client documentation, and prepare disclosures and suitability analyses.
• Serve as a mentor to junior advisors and support staff, contributing to process improvements and best practices across the team.
• Stay current on industry trends, investment products, tax law changes, and maintain continuing education and required licenses.

Qualifications

• Certified Financial Planner (CFP) designation preferred or in progress; demonstrated competency in financial planning principles.
• Series 65 registration (or equivalent state investment adviser registration) required or willingness to obtain promptly.
• 3+ years of experience in wealth management, financial planning, or private client advisory roles with a track record of managing high-net-worth relationships and growing AUM.
• Bachelors degree in Finance, Economics, Business, or related field; advanced degree (e.g., MBA) a plus.
• Strong knowledge of investment products, portfolio construction, asset allocation, and risk management.
• Excellent interpersonal and communication skills with the ability to explain complex financial concepts in clear, client-friendly terms.
• Proficient with financial planning tools and portfolio platforms (e.g., eMoney, MoneyGuidePro, Morningstar, Orion) and Microsoft Office Suite.
• High ethical standards, fiduciary mindset, attention to detail, and ability to maintain confidentiality.
• Willingness to travel for client meetings and community events as required; successful completion of background checks and firm onboarding processes.

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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 is a new role.

This job was first posted by CyberCoders on 09/03/2026 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 [email protected] to make arrangements.

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