Wealth Planning Advisor

Position Summary

The Wealth Planning Advisor will work closely with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while also contributing to the growth of the practice through business development and asset gathering.

This role is ideal for an experienced advisor who embraces a planning-first approach to wealth management and enjoys building deep, long-term relationships with clients. The successful candidate will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up activities, and serve as a trusted resource to clients throughout their financial journey.

The ideal candidate possesses strong technical planning capabilities, excellent relationship management skills, and a genuine interest in helping clients navigate complex tax, estate, retirement, and wealth transfer considerations.

Key Responsibilities

Financial Planning & Client Advice

• Develop and deliver comprehensive financial plans tailored to client goals and objectives.
• Analyze client financial situations and provide recommendations related to retirement, investment, tax, insurance, and estate planning.
• Assist clients with implementing planning recommendations and monitoring progress toward their objectives.
• Participate in ongoing plan reviews and adjustments as client circumstances evolve.
• Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies.

Client Relationship Management

• Build and maintain strong relationships with existing clients and their families.
• Serve as a trusted advisor and consistent point of contact.
• Conduct review meetings and ongoing planning discussions.
• Deliver a high level of proactive communication and personalized service.
• Support relationship continuity across multiple generations of client families.

Advisor Development & Team Collaboration

• Prepare for client meetings, including financial plan analysis, agenda creation, and meeting materials.
• Shadow and participate in meetings alongside senior advisors.
• Document client conversations, recommendations, and action items.
• Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time.
• Work collaboratively with advisors, operations staff, accountants, attorneys, and other professional partners.

Business Development

• Cultivate referral opportunities within existing client relationships and professional networks.
• Develop new client relationships and contribute to asset growth.
• Represent the firm professionally within the community and professional circles.
• Support firm growth initiatives while maintaining a high standard of client service.

Project Management & Follow-Through

• Manage multiple client projects and planning engagements simultaneously.
• Ensure recommendations are implemented and tracked through completion.
• Maintain detailed client records and planning documentation.
• Demonstrate ownership, accountability, and strong follow-through on commitments.

Qualifications

Required

• Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
• FINRA Series 7 and Series 66 (or equivalent) licenses.
• Demonstrated experience working directly with clients in a wealth management environment.
• Strong understanding of investment management and comprehensive financial planning.
• Excellent communication and relationship-building skills.

Preferred

• CFP® certification strongly preferred.
• Other advanced wealth management designations such as ChFC®, CFA®, CIMA®, CPWA®, or CRPC®.
• Experience serving affluent or high-net-worth clients.
• Knowledge of retirement income planning, tax-efficient investing, and estate planning strategies.
• Experience collaborating with attorneys and accountants on client planning matters.

Benefits

• Medical + HSA contribution, Dental, Vision insurance; Life Insurance; Long Term Care Insurance; Retirement; PTO + Market holidays
• Travel: None

Workstyle: Onsite

• Uhler Vertich White and its employees are independent contractors with respect to Raymond James, not employees of Raymond James.
• The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
• Inc. ("RJFSA") as affiliates.

Please Note

The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

• Education
• Work Experience
• Certifications
• Travel
• Less than 25%
• Workstyle
• Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

• To view more details of the benefits offered, visit Myrjbenefits.com.
• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

• At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.
• #LI-LS1