Fortitude Financial Partners
Fortitude Financial Partners Pay Range
This range is provided by Fortitude Financial Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $150,000.00/yr - $200,000.00/yr
Direct message the job poster from Fortitude Financial Partners
Guiding High Net Worth Clients Through Wealth with Clarity, Confidence, and a Focus on Legacies, Not Just Portfolios Fortitude is hiring a Senior Wealth Advisor to lead a high‑performing team serving high‑net‑worth clients. You'll play a key role in delivering customized financial strategies while advancing your own professional and personal growth in a collaborative, innovative environment.
What You’ll Do
Build and deepen trusted client relationships
Lead client meetings, identify complex needs, and deliver tailored solutions
Oversee the development of holistic wealth plans with internal experts
Support business development efforts and nurture new opportunities
Mentor and guide team members to promote ongoing growth
What You Bring
8+ years of relevant experience (financial planning, accounting, legal, etc.)
One of the following required: CFP®, CPA, CFA, or Series 65 (CFP® strongly preferred)
Expertise with high‑net‑worth clients and financial planning tools (eMoney, Holistiplan)
Leadership skills, mentoring experience, and excellent communication
Note: All candidates must maintain a clean U4 with no disclosures.
Why Fortitude
Market‑leading compensation and performance‑based rewards
Comprehensive benefits that support your success personally and professionally
A workplace culture built on collaboration, innovation, and work‑life balance
About Fortitude Fortitude is a privately held financial services firm offering in‑house expertise across tax, estate, trust, insurance, investment banking, and valuation. We empower advisors to focus more time on clients by surrounding them with a strong support infrastructure.
About the Team Behind every advisor at Fortitude is a team and behind that team is deep expertise across taxes, insurance, estate planning, technology, and more. This structure enables our advisors to deliver a higher level of service and advice to every client.
Apply today to take your career and your clients, to the next level.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance, Sales, and Strategy/Planning
Referrals increase your chances of interviewing at Fortitude Financial Partners by 2x
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Base pay range $150,000.00/yr - $200,000.00/yr
Direct message the job poster from Fortitude Financial Partners
Guiding High Net Worth Clients Through Wealth with Clarity, Confidence, and a Focus on Legacies, Not Just Portfolios Fortitude is hiring a Senior Wealth Advisor to lead a high‑performing team serving high‑net‑worth clients. You'll play a key role in delivering customized financial strategies while advancing your own professional and personal growth in a collaborative, innovative environment.
What You’ll Do
Build and deepen trusted client relationships
Lead client meetings, identify complex needs, and deliver tailored solutions
Oversee the development of holistic wealth plans with internal experts
Support business development efforts and nurture new opportunities
Mentor and guide team members to promote ongoing growth
What You Bring
8+ years of relevant experience (financial planning, accounting, legal, etc.)
One of the following required: CFP®, CPA, CFA, or Series 65 (CFP® strongly preferred)
Expertise with high‑net‑worth clients and financial planning tools (eMoney, Holistiplan)
Leadership skills, mentoring experience, and excellent communication
Note: All candidates must maintain a clean U4 with no disclosures.
Why Fortitude
Market‑leading compensation and performance‑based rewards
Comprehensive benefits that support your success personally and professionally
A workplace culture built on collaboration, innovation, and work‑life balance
About Fortitude Fortitude is a privately held financial services firm offering in‑house expertise across tax, estate, trust, insurance, investment banking, and valuation. We empower advisors to focus more time on clients by surrounding them with a strong support infrastructure.
About the Team Behind every advisor at Fortitude is a team and behind that team is deep expertise across taxes, insurance, estate planning, technology, and more. This structure enables our advisors to deliver a higher level of service and advice to every client.
Apply today to take your career and your clients, to the next level.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance, Sales, and Strategy/Planning
Referrals increase your chances of interviewing at Fortitude Financial Partners by 2x
#J-18808-Ljbffr