Are you an experienced Financial Professional with a thread of discontent in your current situation? WayPoint Consulting Partners understands you have goals and a vision, and we have a dedicated team of experts backing you as you bring them to life. Accelerating your business growth is a priority and experienced advisors know what’s best for their own businesses. If you want more flexibility and freedom of choice to run your business, our firm represents multiple platforms that understand what it takes to be successful when working with high net-worth individuals on their investment portfolios. With a commitment to integrity, expertise, and innovation, we believe in delivering supported independence and a layering of resources to empower you and your practice. Whether your focus is on investment management, financial planning, retirement plan consulting, or a combination that best serves your client’s, we’re dedicated to helping you and your business prosper.

Job Description

We are seeking an experienced Financial Advisor to join a dynamic team. The ideal candidate will have a proven track record of success in providing comprehensive financial planning and investment advisory services to high-net-worth individuals, families, and businesses. As a Financial Advisor, you will be responsible for building and maintaining client relationships, conducting thorough financial analyses, and developing tailored wealth management strategies to help clients achieve their financial objectives.

Responsibilities

• Conduct in-depth financial analyses/assessments of clients’ financial situations, including income, assets, liabilities, and risk tolerance.
• Develop personalized financial plans and investment strategies aligned with clients’ short-term and long-term goals.
• Provide expert guidance on retirement planning, estate planning, tax optimization, insurance coverage, wealth preservation strategies.
• Monitor and review clients’ investment portfolios regularly, making adjustments as needed to ensure alignment with financial goals.
• Cultivate and maintain strong client relationships through regular communication, proactive outreach, and exceptional service delivery.
• Stay abreast of industry trends, regulatory developments, and market conditions to provide clients with timely and relevant advice.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or related field (Master’s degree or CFP designation preferred).
• Minimum of 3 years experience as a Financial Advisor/Wealth Manager, and a track record of success in advising high-net-worth clients.
• Strong knowledge of financial planning principles, investment products, and tax strategies.
• Excellent interpersonal and communication skills, with the ability to effectively articulate complex financial concepts to clients.
• Proven ability to build and maintain strong client relationships, foster trust, and deliver exceptional service.
• Series 7 and Series 66 (or Series 63 and Series 65) licenses required; additional securities licenses and insurance licenses preferred.
• Commitment to upholding ethical standards, integrity, and client confidentiality.
• Proficiency in financial planning software, CRM systems, and Microsoft Office suite.

Benefits

• Competitive transition packages.
• Supported Independence with a layering of resources.
• Access to cutting-edge technology to support your success.
• Opportunities for continued professional growth and development.
• Collaborative and supportive work environment with a team-oriented culture.

How to Apply

If you are a seasoned Financial Advisor with a passion for accelerating your advisory practice, we invite you to join our team.