Wealth Planning Advisor

Job Description

Summary

Job Description

About the Firm Uhler Vertich White Advisors is a wealth management and financial planning firm serving affluent and high-net-worth families with a comprehensive, planning-driven approach.

The firm specializes in helping clients navigate complex financial matters including investment management, retirement planning, tax planning, estate planning, trust strategies, insurance planning, and intergenerational wealth transfer.

The team works collaboratively with clients' attorneys, accountants, and other professional advisors to develop tailored solutions designed to help families achieve long-term financial independence. The firm's philosophy is summarized by its guiding principle: "Tailored Solutions.

Unwavering Care." With a select client base and deep commitment to personalized service, the firm focuses on building long-term relationships and delivering sophisticated planning strategies that address all aspects of a client's financial life.

Position Summary

The Wealth Planning Advisor will work closely with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while also contributing to the growth of the practice through business development and asset gathering.

This role is ideal for an experienced advisor who embraces a planning-first approach to wealth management and enjoys building deep, long-term relationships with clients. The successful candidate will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up activities, and serve as a trusted resource to clients throughout their financial journey.

The ideal candidate possesses strong technical planning capabilities, excellent relationship management skills, and a genuine interest in helping clients navigate complex tax, estate, retirement, and wealth transfer considerations.

Key Responsibilities

Financial Planning & Client Advice Develop and deliver comprehensive financial plans tailored to client goals and objectives. Analyze client financial situations and provide recommendations related to retirement, investment, tax, insurance, and estate planning. Assist clients with implementing planning recommendations and monitoring progress toward their objectives.

Participate in ongoing plan reviews and adjustments as client circumstances evolve. Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies. Client Relationship Management Build and maintain strong relationships with existing clients and their families. Serve as a trusted advisor and consistent point of contact.

Conduct review meetings and ongoing planning discussions. Deliver a high level of proactive communication and personalized service. Support relationship continuity across multiple generations of client families. Advisor Development & Team Collaboration Prepare for client meetings, including financial plan analysis, agenda creation, and meeting materials. Shadow and participate in meetings alongside senior advisors.

Document client conversations, recommendations, and action items. Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time. Work collaboratively with advisors, operations staff, accountants, attorneys, and other professional partners. Business Development Cultivate referral opportunities within existing client relationships and professional networks.

Develop new client relationships and contribute to asset growth. Represent the firm professionally within the community and professional circles. Support firm growth initiatives while maintaining a high standard of client service. Project Management & Follow-Through Manage multiple client projects and planning engagements simultaneously. Ensure recommendations are implemented and tracked through completion.

Maintain detailed client records and planning documentation. Demonstrate ownership, accountability, and strong follow-through on commitments.

Qualifications Required

Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner. FINRA Series 7 and Series 66 (or equivalent) licenses. Demonstrated experience working directly with clients in a wealth management environment. Strong understanding of investment management and comprehensive financial planning. Excellent communication and relationship-building skills.

Preferred CFP® certification strongly preferred. Other advanced wealth management designations such as ChFC®, CFA®, CIMA®, CPWA®, or CRPC®. Experience serving affluent or high-net-worth clients. Knowledge of retirement income planning, tax-efficient investing, and estate planning strategies. Experience collaborating with attorneys and accountants on client planning matters.

Benefits

Medical + HSA contribution, Dental, Vision insurance; Life Insurance; Long Term Care Insurance; Retirement; PTO + Market holidays Travel: None Workstyle: Onsite Uhler Vertich White and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc.

(“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James.

If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience Certifications Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-LS1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St.

Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James.

While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being.

We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint.

Check it out to see why many choose to work at Raymond James – and why they stay.