Wealth Management Advisor - Center for Wealth Preservation, LLC : Job Details

About Us

The Center for Wealth Preservation (CWP) is a premier wealth and financial management firm committed to delivering customized financial solutions for a diverse range of clients, including high-net-worth individuals, professional athletes, corporations, and foundations. Our team of experienced professionals operates with unwavering integrity, a client-first approach, and a dedication to excellence. We take pride in helping our clients achieve financial security and long-term prosperity through tailored strategies and personalized service.

The Opportunity

We are seeking an experienced and driven Wealth Manager to join our dynamic team. This role offers the opportunity to work closely with clients, develop personalized financial strategies, and play a critical role in guiding them toward their financial goals. The ideal candidate is passionate about financial planning, investment management, and building lasting client relationships.

Key Responsibilities

• Develop and implement personalized, comprehensive financial plans tailored to clients' unique goals, including investment, insurance, retirement, tax, and estate planning.
• Build and maintain strong client relationships by providing proactive guidance, addressing concerns, and adapting strategies as needed.
• Collaborate with internal teams to ensure seamless execution of financial plans and high-level client service.
• Monitor financial plans regularly, adjusting strategies based on market conditions and clients' evolving needs.
• Stay up to date on market trends, tax laws, and financial industry regulations to provide clients with the most relevant and effective advice.

Qualifications & Experience

✅ Minimum of 5 years' experience in wealth management or financial planning.

✅ Bachelor's degree in Finance, Economics, or a related field.

✅ Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).

✅ Exceptional interpersonal and communication skills with a strong ability to build and maintain client relationships.

✅ Familiarity with financial planning software and other industry-related tools.

Preferred Qualifications

✔️ Master's degree in Finance or a related field.

✔️ Experience in a client-facing role within a wealth management firm.

✔️ In-depth knowledge of tax laws related to investments and personal finance.

✔️ Proven success in business development and expanding client portfolios.

✔️ Experience managing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Why Join CWP?

• Industry-Leading Firm: Backed by a strong reputation and experienced leadership.
• Comprehensive Support: Access to cutting-edge tools, mentorship, and in-house marketing resources.
• Unlimited Growth Potential: Competitive compensation structure with commission-based earnings, bonuses, and transition support.
• Work-Life Balance: Enjoy a flexible work environment while making a meaningful impact in clients' lives.

If you're a results-driven professional looking to take your career to the next level, CWP is the place for you. Join our team and help clients build a secure and prosperous financial future!