AVP, Wealth Advisor

Position Overview

We are partnering with a leading financial services firm in Saudi Arabia to identify a dynamic and forward-thinking AVP, Wealth Advisor to join their innovative, technology-enabled wealth management team. This is a prime opportunity for a driven wealth management professional seeking to elevate their advisory career within a progressive organization that values human expertise combined with cutting-edge digital solutions. You will collaborate closely with a senior advisor to cultivate and expand a diverse client portfolio, addressing a full spectrum of financial planning needs while gradually assuming greater responsibility for client relationships. This role offers a unique blend of advisory excellence and business development, providing a clear pathway to grow both your client base and long-term career trajectory.

Key Responsibilities

As an AVP, Wealth Advisor, your core responsibilities will include:

• Client Relationship Management: Support and manage a broad portfolio of clients, addressing their financial planning needs across retirement planning, tax strategy, investment management, equity compensation, real estate, and estate coordination.
• Collaborative Advisory Support: Work alongside a senior advisor to service existing clients, progressively taking on increased ownership of relationships to foster long-term trust and loyalty.
• Business Development: Engage with new client inquiries and leads, converting initial introductions into enduring advisory relationships through proactive outreach and relationship-building.
• Opportunity Creation: Develop new business opportunities by leveraging referrals, networking, and active participation in professional and community engagements.
• Technological Integration: Utilize advanced financial planning tools and platforms to deliver highly personalized, data-driven advice and exceptional client experiences.
• Operational Contribution: Play an active role in the operational development of the advisory practice, supporting its growth and contributing to long-term succession planning initiatives.

Qualifications and Experience

To excel in this role, you will bring the following qualifications and attributes:

• Professional Experience: Minimum of two years of hands-on experience in financial planning, wealth management, or a closely related advisory capacity.
• Licensing Requirements: Active Series 65 or Series 66 license is mandatory for this position.
• Financial Acumen: A robust understanding of core financial planning principles, including retirement planning, investment management, and tax fundamentals.
• Client-Centric Approach: A demonstrated commitment to building and maintaining trusted, long-term client relationships with a focus on delivering exceptional service.
• Adaptability and Initiative: The ability to thrive in a fast-paced, entrepreneurial environment that rewards innovation, performance, and proactive problem-solving.
• Organizational Excellence: Strong project management skills with the capacity to independently manage a client pipeline and fulfill commitments with precision.

Preferred Qualifications: While not mandatory, candidates with a CFP® designation (or in progress), an existing book of business, or prior experience serving executives, tech professionals, or retirees will be highly regarded. Familiarity with industry-leading financial planning tools such as eMoney or MoneyGuidePro is also advantageous.

Compensation and Benefits

This role offers a highly competitive compensation package designed to recognize and reward performance, including:

• Earning Potential: A robust compensation structure with strong industry payouts and significant opportunities to accelerate client book growth through access to high-quality leads and streamlined operational support.
• Comprehensive Benefits: A full suite of benefits, including medical, dental, vision, and retirement savings plans with employer matching contributions.
• Work-Life Balance: Unlimited paid time off to support personal well-being and professional flexibility.
• Flexible Work Arrangements: A fully adaptable work model, offering remote or hybrid options based on individual preference and location.
• Onboarding Support: Full operational and client transition assistance to ensure a seamless onboarding experience and smooth relationship development.
• Mentorship and Growth: Access to a network of experienced industry professionals for mentorship, continuous learning, and career advancement within a rapidly scaling, fintech-driven wealth management environment.

How to Apply

Interested candidates are encouraged to submit their applications for consideration. Our AI-powered matching process ensures a fair and objective review of your qualifications against the role’s core requirements. Shortlisted candidates will be directly connected with the hiring company, which will manage all subsequent steps, including interviews and assessments. We look forward to reviewing your application and exploring how your expertise can contribute to our partner’s continued success.