Wealth Advisor

WHO WE ARE:
LifeMap Wealth Management is a growing firm dedicated to helping clients navigate their financial journey with confidence. We empower business owners, professionals, retirees, and families to make informed decisions about their financial future. Our passion is to educate, plan, and provide professional solutions that enable our clients to prioritize and achieve their life goals.
As we continue to grow, we are looking for a Wealth Advisor to join our team and play a key role in our firm’s success. If you have a strong drive to succeed and share our vision of delivering exceptional financial guidance, we want to hear from you!

WHO WE'RE LOOKING FOR:
We are seeking a Wealth Advisor who will build and maintain client relationships while delivering personalized financial guidance. This role is ideal for a motivated professional who thrives in a client-focused environment and is eager to contribute to a growing team.

WHAT YOU'LL DO:

• Provide information/education to clients about the purpose and details of financial products, services, and strategies.
• Source prospective client opportunities by capitalizing on networking and referrals.
• Promote established investment models and strategies that are suitable for our targeted clients.
• Coordinate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary.
• Promote the firm’s wealth enhancement planning and outcome based solutions.
• Adhere to all company and industry supervisory guidelines and policies.
• Participate in advisor meetings, training, and continuing education requirements.
• Provide positive and professional service to the assigned client base.
• Handle all communication with the client base including phone calls, emails and meetings.
• Review investment products currently held in clients’ accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives.
• Maintain all continuing education requirements of a wealth advisor plus required training elements.
• Attend firm client events.

• Business development skills.
• Excellent interpersonal & communication skills.
• Excellent attitude and an extraordinary client service orientation.
• A genuine interest in serving and caring for other people.
• Excellent organizational and time management skills.
• Ability to handle multiple tasks and priorities simultaneously.
• minimum of 1 to 3 years of investment advisory experience.
• Bachelor's degree or equivalent experience.
• Active Series 7 license with a 66 or 63 or an active 65.
• Life, Health and LTC Licenses or desire to achieve necessary licenses.
• Clean U-4 and U-5 history.

• Competitive base salary with bonus potential.
• 401(k) with company matching.
• Life, long-term, and short-term disability benefits.
• A dynamic, growth-oriented career path.
• A supportive and fast-paced work environment.