A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
Competitive Salary + Performance-Based Incentives + Full Benefits About RisePoint Wealth Partners RisePoint Wealth Partners is dedicated to helping individuals, families, and business owners make confident financial decisions through personalized planning, thoughtful advice, and long-term relationships. We believe exceptional client service, trust, and integrity are the foundation of successful financial partnerships. As we continue to grow, we are seeking a motivated and relationship-focused Wealth Management Advisor to join our team. Position Overview The Wealth Management Advisor serves as a trusted resource for clients, helping them navigate important financial decisions while building meaningful, long-lasting relationships. This is a client-facing role focused on delivering an exceptional client experience, identifying opportunities to deepen relationships, and supporting clients in achieving their financial goals. This position offers a competitive salary, performance-based compensation opportunities, and a comprehensive benefits package. Key Responsibilities Meet with prospective and existing clients to understand their goals, needs, and concerns Develop and maintain strong client relationships through proactive communication and ongoing service Present financial planning recommendations and investment strategies tailored to client objectives Collaborate with internal team members to deliver comprehensive wealth management solutions Conduct regular client reviews and provide updates on progress toward financial goals Identify opportunities to expand existing client relationships and generate referrals Stay current on industry trends, regulations, and financial planning best practices Maintain accurate client records and ensure compliance with company policies and regulatory requirements Participate in networking, community engagement, and business development activities Required Qualifications Bachelor's degree or equivalent professional experience Demonstrated success in a client-facing, consultative, or relationship management role Strong interpersonal and communication skills Ability to build trust and establish meaningful professional relationships Excellent organizational, problem-solving, and time-management skills Professional presence and a commitment to exceptional client service Preferred Qualifications Experience in financial services, banking, insurance, accounting, sales, consulting, or a related professional field Financial Advisor experience is welcome but not required FINRA registrations and/or industry licenses are a plus, but candidates without licenses who are willing to pursue them are encouraged to apply Experience managing client relationships and achieving performance goals What We Offer Competitive base salary Performance-based compensation and bonus opportunities Comprehensive medical, dental, and vision insurance 401(k) retirement plan with company support Paid time off and holidays Professional development and licensing support Career advancement opportunities within a growing firm Collaborative, team-oriented culture focused on client success Ideal Candidate The ideal candidate is a relationship builder who enjoys working directly with people, solving complex problems, and helping clients achieve financial confidence. Whether your background is in financial services, sales, banking, consulting, or another professional client-focused field, we are looking for someone who is eager to learn, grow, and make a meaningful impact on our clients' lives.
To Apply:
Please submit your resume and a brief cover letter outlining your experience and interest in joining RisePoint Wealth Partners. RisePoint Wealth Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Pay:
$75,000.00 - $150,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Paid training Professional development assistance Vision insurance
