About the JobAs we continue to grow, we are looking for an experienced
Senior Wealth Management Advisor / Certified Financial Planner (CFP) to join our team.
This is an ideal opportunity for an experienced advisor who enjoys building lasting relationships with affluent and high-net-worth clients, while delivering truly holistic financial advice.
You will work alongside an established team and play a key role in developing comprehensive financial plans, managing complex client relationships, and delivering an exceptional client experience.
Key Responsibilities:- Provide comprehensive financial planning and wealth management advice to affluent and high-net-worth clients.
- Develop personalized strategies across retirement, tax, estate, investment, insurance, and cash flow planning.
- Build and maintain trusted long-term client relationships.
- Conduct regular client review meetings and proactively identify planning opportunities in an already established book.
- Collaborate with internal specialists and external professionals, including accountants and lawyers.
- Maintain the highest standards of compliance, professionalism, and fiduciary responsibility.
- Contribute to the continued growth and success of Griffith & Associates.
Qualifications:- Certified Financial Planner (CFP*) designation.
- Minimum 5+ years* of experience in an Advisor role in wealth management and/or financial planning.
- Proven experience working with affluent and high-net-worth clients.
- Strong knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management.
- Excellent interpersonal, communication, and presentation skills.
- Demonstrated ability to build trust and deliver an exceptional client experience.
- Experience managing complex client portfolios.
- Securities licensing (or ability to maintain required licensing immediately).
- Established professional network and business development experience.
What We Offer:- Opportunity to join a respected and growing independent wealth management firm.
- Access to an established client base and collaborative team environment.
- Comprehensive support from experienced operations and administrative professionals.
- Competitive compensation structure, including salary and performance incentives.
- Ongoing professional development and career growth opportunities.
- A culture that values integrity, collaboration, and client-first advice.
