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AVP, Wealth Advisor
AVP, Wealth Advisor (United Kingdom)
This is an exciting opportunity for an ambitious wealth management professional ready to take the next step in their advisory career within a fast-growing, technology-enabled financial services environment.
You will work closely with a senior advisor to:
- Support and expand a client portfolio across comprehensive financial planning needs.
- Gradually take on greater ownership of client relationships.
The role blends advisory excellence with business development, offering a strong runway to grow both your client book and long-term career. You will be part of a modern wealth management setup combining human expertise with advanced digital tools to deliver highly personalised client outcomes. This is a client-first, entrepreneurial environment, where initiative, trust, and performance are highly valued.
You will have access to:
- Strong mentorship,
- High-quality leads, and
- Scalable infrastructure designed to accelerate your success.
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Accountabilities
- Support and manage client relationships across:
- Retirement planning,
- Tax strategy,
- Investment management,
- Equity compensation,
- Real estate, and
- Estate coordination.
- Assist a senior advisor in servicing existing clients, progressively taking on more responsibility and ownership over time.
- Engage with new client inquiries and leads, converting introductions into long-term advisory relationships.
- Develop new business opportunities through:
- Referrals,
- Networking, and
- Proactive community and professional engagement.
- Leverage modern financial planning tools and platforms to deliver tailored, high-quality advice and client experiences.
- Contribute to the operational development of the advisory practice and support its long-term growth and succession planning.
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Requirements
- 2+ years of experience in financial planning, wealth management, or a related advisory role.
- Active Series 65 or Series 66 license (required).
- Strong understanding of core financial planning principles, including:
- Retirement planning,
- Investment management, and
- Tax fundamentals.
- Client-centric mindset with a strong focus on building trusted, long-term relationships.
- Ability to work in a fast-paced, entrepreneurial, and growth-oriented environment.
- Strong organisational skills with the ability to:
- Manage a client pipeline, and
- Follow through on commitments independently.
Bonus Qualifications (if applicable)
- CFP® designation (or in progress),
- Existing book of business, or
- Experience working with:
- Executives,
- Tech professionals, or
- Retirees.
- Familiarity with financial planning tools such as eMoney or MoneyGuidePro.
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