Wealth Management Advisor

This range is provided by Roklyn Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$85,000.00/yr - $130,000.00/yr

Assisting Financial Advisors with Firm Transitions & Moves to Independence | At Roklyn we place Financial Advisors and Support Staff at Top…

Join a rapidly expanding independent wealth management firm. Known for its innovative approach and influential market presence, our client is seeking a motivated Associate Wealth Advisor to join their high‑performing team.

This role is designed for a finance professional who is eager to work at an independent Wealth Management Firm. You will work directly alongside senior leadership to provide bespoke financial strategies, ensuring a world‑class experience for a diverse and sophisticated client base.

Primary Responsibilities

• Strategic Advisor Support: Partner with Lead Advisors to manage high-net-worth client relationships and execute complex financial planning initiatives.
• Financial Planning & Analysis: Develop and refine comprehensive financial plans, investment reports, and customized presentations for client reviews.
• Client Engagement: Active participation in client meetings, including capturing key takeaways, managing follow-up deliverables, and ensuring a seamless client experience.
• Operational Excellence: Oversee the client onboarding process and coordinate with the operations department to handle account servicing and portfolio maintenance.
• Research & Strategy: Perform market research and provide actionable recommendations regarding investment vehicles and wealth-building strategies.
• Professional Development: Maintain a deep mastery of financial planning software, investment products, and evolving market trends.

Qualifications & Requirements

• Education: Bachelor’s degree in Finance, Economics, or a related field. An MBA or advanced financial degree is highly desirable.
• Licensing: Active FINRA Series 7 and 65 (or Series 66) are required.
• Certification: CFP® designation is strongly preferred (or significant progress toward completion).
• Experience: 2+ years of professional experience in financial planning or wealth management, specifically working with high‑net‑worth (HNW) individuals.
• You should be a proactive problem‑solver who thrives in a collaborative, fast‑paced environment.

Why This Firm?

Our client prides itself on a culture of mentorship and internal mobility. They offer a clear career trajectory, where dedicated professionals are given the tools, coaching, and support necessary to transition into lead advisory roles. This is a chance to join a firm that values diversity, teamwork, and the long‑term success of its employees.

If you'd like to contact the recruiter directly, please send an email to Darci at dsmith@roklyn.com to express your interest in the role or ask any questions.

Don't worry about submitting a cover letter, we probably will not read it!

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance and Administrative

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