Job summary
Job post source
This job is directly from Polley Wealth Management
Job overview
The Wealth Management Advisor role at Polley Wealth Management involves sourcing new clients and providing comprehensive financial advice and investment management services, significantly impacting clients' financial well-being.
Responsibilities and impact
Daily responsibilities include acquiring new clients, developing personalized wealth management strategies, and providing guidance on various financial aspects such as retirement planning and tax optimization.
Compensation and benefits
Compensation is based on a grid fee structure, specific salary details are not provided.
Experience and skills
Candidates must have an active Series 65, Series 66, CFP, or CFA, along with experience in client acquisition and financial planning, particularly in wealth management services.
Work environment and culture
Polley Wealth Management emphasizes a fiduciary approach, prioritizing client needs without allegiance to specific financial institutions, fostering a collaborative environment among seasoned professionals.
Company information
Polley Wealth Management is based in Orlando, FL, specializing in financial planning and investment management for high-net-worth individuals, with a focus on holistic wealth management.
Job location and travel
The position requires candidates to be located in the Orlando, Florida area.
Unique job features
This position is unique as it is fee-based, allowing for independence from traditional financial institutions.
Company overview
Polley Wealth Management is a financial advisory firm that specializes in providing personalized wealth management services to individuals and families. They generate revenue through a combination of financial planning, investment management, and advisory fees. The company is known for its client-centric approach, offering tailored strategies to help clients achieve their financial goals. Founded with a commitment to transparency and integrity, Polley Wealth Management has built a reputation for delivering comprehensive solutions that address the unique needs of each client. Their history of fostering long-term relationships with clients underscores their dedication to exceptional service and financial expertise.
How to land this job
Position your resume to showcase your experience in financial planning, client acquisition, and wealth management services, highlighting your active Series 65, Series 66, CFP, or CFA certifications.
Emphasize your strong analytical and problem-solving skills, along with your ability to develop customized financial plans that align with clients' goals and objectives, as these are critical for the role.
Apply through multiple platforms, including Polley Wealth Management's corporate site and LinkedIn, to maximize your visibility and chances of securing an interview.
Connect with professionals in the wealth management division at Polley Wealth Management on LinkedIn to inquire about the position; consider ice breakers like discussing their approach to fiduciary responsibility or asking about their favorite aspect of working in wealth management.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'client acquisition,' 'wealth management,' and 'investment management' to enhance your chances of passing initial screenings.
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