Wealth Advisor

Job Title:

Wealth Advisor Location:

Middletown, NY Salary:

$80,000 to $120,000 hourly (depending on experience) Seeking Wealth Advisor to manage client portfolios, strengthen relationships, and support business growth. This role is ideal for a financial professional who excels in client service, investment strategy, and long-term relationship management.

Responsibilities:

Manage client portfolios aligned with investment objectives and firm philosophy Oversee full client lifecycle including financial planning, risk evaluation, and ongoing portfolio monitoring Develop and expand client relationships while supporting new business growth and asset retention Ensure compliance with regulatory standards and maintain accurate documentation of all client interactions

Qualifications:

Bachelor's degree required with Series 65 or 66 license 3-5 years of experience in the financial services industry Strong knowledge of investment management, financial planning, and regulatory requirements Excellent communication, organizational, and analytical skills with ability to work independently and in a team environment