Wheeler Staffing Partners
Senior Wealth Advisor
Wheeler Staffing Partners, New Orleans, Louisiana, United States, 70123
1 day ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Wheeler Staffing Partners
Let your light shine! ⫸ Courage combined with integrity is the foundation of character. - ENFJ
Location:
New Orleans, LA Employment Type:
Full-Time | W2 or 1099 Opportunities Available Compensation:
Competitive base + commission/bonuses (commensurate with experience) Overview Wheeler Staffing Partners is seeking an experienced
Senior Wealth Management Advisor
for a leading, nationally recognized RIA firm with offices in New Orleans, LA. This opportunity is ideal for a proven financial professional who thrives in a client-first environment and is passionate about delivering fee-based wealth management solutions. Advisors will have access to one of the nation’s fastest-growing firms, offering both the infrastructure and autonomy to grow their practice. About the Firm Since 2006, our client has been redefining the wealth management experience. Built on the principle that
clients come first , the firm has grown into one of the
Top 5 fastest-growing RIA firms . With
over 140 locations ,
1,800 associates , and
$130B in assets under management
(plus $500B in assets under advisement), the firm offers both scale and personalized advisor support. Advisors benefit from: Leading financial planning technology (eMoney for W2 Advisors; MoneyGuide Pro, Vanilla, and more for Independent/Private Partners) A national tax team with expertise in tax planning & compliance Comprehensive resources in insurance solutions, trust & estate planning, retirement plans, and investment strategies (from model portfolios to alternatives) Business owner solutions, including 401(k), business valuation, specialty tax, institutional investments, and investment banking support Key Responsibilities Provide holistic wealth management and fee-based consulting to high-net-worth clients and families. Deliver customized financial planning, portfolio management, and investment strategies. Leverage firm-wide resources, including tax, estate, insurance, and institutional investment teams, to enhance client outcomes. Build and expand client relationships while maintaining a client-first philosophy. Collaborate with firm specialists to provide comprehensive solutions that meet client goals. For Independent/Private Partner advisors: manage your book of business with the flexibility of a 1099 model while accessing robust firm resources. Qualifications Required: Active Series 65 license or CFP designation Proven success in wealth management, serving
high-net-worth or ultra-high-net-worth clients Strong financial planning and client relationship management skills Preferred: Established book of business Experience in a fee-based RIA or independent advisory environment What We Offer Competitive compensation:
base salary + commissions/bonuses Choice of
W2 employment
with full infrastructure support or
1099 partnership
for independent advisors Access to cutting-edge planning tools and national support teams The flexibility of a privately owned, advisor-focused firm that prioritizes long-term client relationships over sales quotas Growth opportunities within a rapidly expanding national RIA platform How to Apply If you are an experienced advisor ready to elevate your career with a client-focused, advisor-supported RIA firm, we want to hear from you. Apply today through Wheeler Staffing Partners to explore this opportunity. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Customer Service Industries Financial Services and Accounting Referrals increase your chances of interviewing at Wheeler Staffing Partners by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Wealth Management Advisor jobs in
New Orleans, LA . Personal Financial Counselor; New Orleans, LA
New Orleans, LA $53,125.00-$84,995.00 11 hours ago Personal Financial Counselor; New Orleans, LA
New Orleans, LA $53,125.00-$84,995.00 3 months ago Metairie, LA $78,000.00-$150,000.00 3 weeks ago U.S. Private Bank – Private Banker – Vice President or Executive Director
New Orleans, LA $55,000.00-$75,000.00 1 week ago Advisor Development Consultant (Annuity / Life Sales)
College Financial Representative, Internship Program
College Financial Representative, Internship Program
Metairie, LA $500.00-$1,000.00 3 weeks ago College Financial Representative, Internship Program
Advisor Development Consultant (Annuity / Life Sales)
New Orleans, LA $52,000.00-$106,000.00 13 hours ago New Orleans, LA $60,000.00-$120,000.00 1 day ago Advisor Development Program Financial Solutions Advisor Trainee Centralized: Louisiana
Personal Financial Counselor, PFC - Assignment Ready Counselor - Multiple Locations in Louisiana
New Orleans, LA $53,125.00-$84,995.00 3 months ago New Orleans, LA $75,000.00-$80,000.00 1 month ago New Orleans, LA $50,000.00-$125,000.00 1 week ago Merrill Financial Solutions Advisor: Louisiana Mississippi Market
New Orleans, LA $172,710.00-$318,000.00 3 weeks ago New Orleans, LA $48,000.00-$100,000.00 3 weeks ago Financial Services - Wealth and Asset Management - Tax Manager
New Orleans, LA $115,000.00-$210,800.00 1 week ago Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned
New Orleans, LA $103,600.00-$189,700.00 1 week ago Financial Accounting Advisory Services - IPO and SPAC Advisory Manager
New Orleans, LA $250,000.00-$300,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Location:
New Orleans, LA Employment Type:
Full-Time | W2 or 1099 Opportunities Available Compensation:
Competitive base + commission/bonuses (commensurate with experience) Overview Wheeler Staffing Partners is seeking an experienced
Senior Wealth Management Advisor
for a leading, nationally recognized RIA firm with offices in New Orleans, LA. This opportunity is ideal for a proven financial professional who thrives in a client-first environment and is passionate about delivering fee-based wealth management solutions. Advisors will have access to one of the nation’s fastest-growing firms, offering both the infrastructure and autonomy to grow their practice. About the Firm Since 2006, our client has been redefining the wealth management experience. Built on the principle that
clients come first , the firm has grown into one of the
Top 5 fastest-growing RIA firms . With
over 140 locations ,
1,800 associates , and
$130B in assets under management
(plus $500B in assets under advisement), the firm offers both scale and personalized advisor support. Advisors benefit from: Leading financial planning technology (eMoney for W2 Advisors; MoneyGuide Pro, Vanilla, and more for Independent/Private Partners) A national tax team with expertise in tax planning & compliance Comprehensive resources in insurance solutions, trust & estate planning, retirement plans, and investment strategies (from model portfolios to alternatives) Business owner solutions, including 401(k), business valuation, specialty tax, institutional investments, and investment banking support Key Responsibilities Provide holistic wealth management and fee-based consulting to high-net-worth clients and families. Deliver customized financial planning, portfolio management, and investment strategies. Leverage firm-wide resources, including tax, estate, insurance, and institutional investment teams, to enhance client outcomes. Build and expand client relationships while maintaining a client-first philosophy. Collaborate with firm specialists to provide comprehensive solutions that meet client goals. For Independent/Private Partner advisors: manage your book of business with the flexibility of a 1099 model while accessing robust firm resources. Qualifications Required: Active Series 65 license or CFP designation Proven success in wealth management, serving
high-net-worth or ultra-high-net-worth clients Strong financial planning and client relationship management skills Preferred: Established book of business Experience in a fee-based RIA or independent advisory environment What We Offer Competitive compensation:
base salary + commissions/bonuses Choice of
W2 employment
with full infrastructure support or
1099 partnership
for independent advisors Access to cutting-edge planning tools and national support teams The flexibility of a privately owned, advisor-focused firm that prioritizes long-term client relationships over sales quotas Growth opportunities within a rapidly expanding national RIA platform How to Apply If you are an experienced advisor ready to elevate your career with a client-focused, advisor-supported RIA firm, we want to hear from you. Apply today through Wheeler Staffing Partners to explore this opportunity. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Customer Service Industries Financial Services and Accounting Referrals increase your chances of interviewing at Wheeler Staffing Partners by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Wealth Management Advisor jobs in
New Orleans, LA . Personal Financial Counselor; New Orleans, LA
New Orleans, LA $53,125.00-$84,995.00 11 hours ago Personal Financial Counselor; New Orleans, LA
New Orleans, LA $53,125.00-$84,995.00 3 months ago Metairie, LA $78,000.00-$150,000.00 3 weeks ago U.S. Private Bank – Private Banker – Vice President or Executive Director
New Orleans, LA $55,000.00-$75,000.00 1 week ago Advisor Development Consultant (Annuity / Life Sales)
College Financial Representative, Internship Program
College Financial Representative, Internship Program
Metairie, LA $500.00-$1,000.00 3 weeks ago College Financial Representative, Internship Program
Advisor Development Consultant (Annuity / Life Sales)
New Orleans, LA $52,000.00-$106,000.00 13 hours ago New Orleans, LA $60,000.00-$120,000.00 1 day ago Advisor Development Program Financial Solutions Advisor Trainee Centralized: Louisiana
Personal Financial Counselor, PFC - Assignment Ready Counselor - Multiple Locations in Louisiana
New Orleans, LA $53,125.00-$84,995.00 3 months ago New Orleans, LA $75,000.00-$80,000.00 1 month ago New Orleans, LA $50,000.00-$125,000.00 1 week ago Merrill Financial Solutions Advisor: Louisiana Mississippi Market
New Orleans, LA $172,710.00-$318,000.00 3 weeks ago New Orleans, LA $48,000.00-$100,000.00 3 weeks ago Financial Services - Wealth and Asset Management - Tax Manager
New Orleans, LA $115,000.00-$210,800.00 1 week ago Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned
New Orleans, LA $103,600.00-$189,700.00 1 week ago Financial Accounting Advisory Services - IPO and SPAC Advisory Manager
New Orleans, LA $250,000.00-$300,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr