Job Description

ProspectBlue is partnered with a wealth management firm seeking an experienced Wealth Advisor to join its growing team in Richmond, Virginia.

Job Summary

The Firm is seeking an individual with experience working with high-net-worth clients providing investments, financial planning and tax advice. This advisor will manage their own client relationships and collaborate with other team members to deliver tailored financial strategies that align with each client’s unique goals. Integration of tax planning in the wealth management process is one of the Firm’s differentiators so some tax planning knowledge is essential in this role. The advisor will work holistically to integrate investment, financial planning, and tax-efficient strategies into cohesive client solutions.

Job Responsibilities

Wealth Advisors can expect to engage in the following areas:

• Comprehensive Financial Planning: Work with high-net-worth clients, executives, and families to develop personalized financial plans that address their wealth accumulation, preservation, and distribution goals.
• Client Relationship Management: Build and maintain long-term relationships with clients, conducting regular meetings to address financial planning needs and provide ongoing guidance.
• Collaborative Wealth Management: Partner with other advisors and team members to ensure comprehensive, coordinated advice that aligns tax, investment, and financial planning strategies.
• Proactive Client Engagement: Stay informed on market trends, regulatory changes, and industry developments to proactively advise clients and adapt their plans as needed.
• Mentorship & Training: Mentor junior staff and other team members in wealth management best practices, ensuring the team delivers consistent, high-quality service.

Qualifications

The Wealth Advisor position typically requires the following qualifications:

• Minimum of 4–5 years of experience in financial advisory services, wealth management, or related fields
• Bachelor’s degree from an accredited college or university in finance, accounting, economics, or a related field
• CFP® or CPA designation
• Strong knowledge of investment management, financial planning strategies, and tax efficient planning techniques
• Proficiency in Microsoft® Word, Excel, PowerPoint, and Outlook, as well as financial planning software tools
• Excellent communication and interpersonal skills, with the ability to explain complex concepts to clients and colleagues
• Strong analytical and organizational skills, with keen attention to detail
• Ability to collaborate effectively in a team environment and develop deep client relationships
• Commitment to delivering exceptional client service and accountability for outcomes

Why join a registered investment advisor (RIA) firm?

The RIA industry is one of the fastest-growing segments of financial services. As an RIA firm, this company offers professionals the chance to build meaningful, long-term relationships with clients, helping them achieve their financial goals through holistic financial planning, investment management, and tax strategies—always in the client’s best interest.

Why work for this firm?

Our client is wealth management firm that prides itself on fostering a collaborative, client-centric environment. They are a team of passionate professionals dedicated to simplifying their clients' financial lives and guiding them toward success. Their culture is built on the values of teamwork, accountability, commitment, mutual respect, and excellence in client service. They provide training, mentorship, and continuous learning opportunities to help their team members thrive and grow in their careers.

If you are an experienced financial advisor with a passion for delivering holistic financial planning and building meaningful client relationships, we encourage you to apply.