ORLANDO, FLPosted 22 days ago

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.

• Utilizing Jennie Johnson's Power Apply feature can streamline your application process, ensuring your resume is tailored effectively while you focus on networking and preparing for interviews.