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Experienced Financial Advisor

Elite Wealth Advisors
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Position Overview:

As an Experienced Financial Advisor at EWA, you’ll play a key role in helping clients achieve financial clarity and peace of mind. We're looking for professionals who bring prior experience in financial advising, wealth management, or financial planning and are ready to take their career to the next level in a supportive, growth-oriented environment.

You should have an entrepreneurial mindset, a strong work ethic, and excellent people skills. While we offer extensive training, resources, and mentorship, this role is designed for individuals who already have a solid foundation in financial advising and are prepared to build and grow a client base with confidence and independence.

 

Key Responsibilities:

  • Identify and schedule meetings with prospective clients
  • Assess clients' financial needs and develop customized financial plans
  • Build and maintain lasting relationships by offering ongoing support and tracking progress
  • Educate clients on financial strategies, investment opportunities, and services tailored to their unique goals
  • Stay up to date on industry trends and regulatory changes

Qualifications:

  • Associate’s or Bachelor’s degree in business, finance, or a related field
  • 1–3+ years of experience in financial advising, planning, or a related field
  • Must be eligible to obtain (or currently hold) necessary financial licenses (State Life and Variable Insurance, SIE, Series 65, Series 63, Series 6, or Series 7). 
  • Strong interpersonal, communication, and organizational skills
  • Must be a U.S. Citizen or Permanent Resident
  • Willingness to work in-office

What We Offer:

Competitive Uncapped Earning Potential: Compensation is performance-based, allowing experienced advisors to significantly increase their earnings over time. We will negotiate a competitive payout based on your previous experience and retained clients. 

 

Why Choose EWA?
At EWA, we’ve reimagined financial advising. By focusing on our clients' personal and professional lives, we create customized solutions to help them achieve their dreams. Our unique culture blends a fun, fast-paced environment with a laid-back mentality, giving you the best of both worlds. We empower you to grow your own financial success by helping others achieve theirs.