Career Opportunities
For anyone hoping to find a career with a company they love, Nichols Wealth Partners provides an outstanding work environment and company culture. Our team is the heart of Nichols Wealth Partners.
We offer unique career opportunities to top-tier candidates who are committed to ensuring our clients receive the best possible attention to their financial/investment needs.
Our crucial management, advisor, and administrative positions require candidates who have both the requisite experience and a total commitment to providing the unmatched quality of service we have built our reputation on.
Please contact us through the quick contact form on this page if you’re interested, and attach your cover letter and resume.
Position: Servicing Advisor
Location: Tavares, FL 32778 Reports to: President, CEO Job Type: Full-Time Destiny Wealth Partners manages over $1.2B in assets and is seeking a Servicing Wealth Advisor to manage and nurture new and existing client relationships, ensuring that each client receives personalized financial advice and top-tier service. This role is ideal for an advisor with a passion for relationship management and deep technical expertise in wealth planning. While having an existing book of business is desirable, this role is not focused on aggressive business development. KEY RESPONSIBILITIES: The ideal candidate will:- Serve as the primary advisor for an assigned group of existing and new HNW and UHNW clients.
- Develop a deep understanding of each client’s financial goals, ensuring their plans evolve as they experience life changes.
- Proactively identify client needs and address them with service excellence.
- Prepare and deliver comprehensive financial planning and investment analysis tailored to clients’ goals and circumstances.
- Progressively master the firm’s Proven Process and act independently in serving clients.
- Collaborate with internal teams and external professionals to deliver a coordinated client experience.
- Monitor and adjust client strategies as needed, ensuring alignment with market conditions and client objectives.
- Ensure timely and accurate execution of client requests, coordinating with operations and service teams.
- Maintain compliance with firm policies and regulatory standards.
- Document client interactions and ensure proper record-keeping in CRM systems.
- Foster multi-generational relationships within client families, positioning the firm as a trusted resource for future generations.
- Identify opportunities for deepening client engagement through expanded services or referrals to specialized teams (family office, estate planning, etc.)
- Demonstration of adoption of Destiny Wealth Partners Core Values
- Measurable excellence in financial planning and client service
- Sustained growth of their client base
- Skills/Traits: Excellent communicator, client-focused, service-oriented, team player, forward looking, detailed and deliberate.
- 3+ years of industry experience.
- Series 65.
- Excellent interpersonal and communication skills, with a client-centric mindset.
- Highly organized, detail-oriented, and comfortable managing multiple priorities.
- Existing clients/relationships with HNW families, and experience working with HNW and UHNW clients.
- CFP®, CFA®, or similar designation, or progress toward such a designation.
- 401(k)
- Health insurance
- Life insurance
- Tavares, FL 32778: Relocate before starting work (Required)
- Job Type: Full-time
- Work Location: In office
- Opportunity to build lasting relationships with sophisticated clients.
- Our award-winning, nationally-recognized firm, offers a client-first culture in which you can achieve your highest professional Destiny.
- Access to best-in-class tools, resources, and professionals across multiple financial disciplines.
Position: Wealth Advisor
Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you.
DESCRIPTION:
The Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s clients, the Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Nichols Wealth Partners.
RESPONSIBILITIES & ACTIVITIES:
- Develops new client relationships.
- Sources prospective client opportunities by capitalizing on networking and referrals.
- Follows up on firm-generated leads.
- Guides prospective clients through sales process.
- Will take client through sales process.
- Services and delivers financial planning to client base.
- Assists in research.
- Assists in developing client presentations.
- Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
- Promotes the firm’s wealth enhancement and planning services.
- Promotes established investment models and strategies that are suitable for our targeted clients.
- Adheres to all company and industry supervisory guidelines and policies.
- Participates in required meetings, training, and continuing education requirements.
- Assists the Firm’s Principal Wealth Advisor as requested.
- Performs other duties as assigned.
INDUSTRY EXPERIENCE REQUIREMENTS:
- Sales experience.
- At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
- Active Series 7 and 63 licenses.
- Active Series 65 or 66.
- Life, Health, and LTC Licenses.
- Clean U-4 and U-5 history.
- Certified Financial Planner (CFP) (preferred but not necessary).
KNOWLEDGE, SKILLS & ABILITIES:
Requires:
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Excellent relationship management skills.
- Superior business development skills.
- Excellent attitude and an extraordinary client service orientation.
- A genuine interest in serving and caring for clients.
- Excellent organizational and time management skills.
- A burning desire to succeed.
- Proficiency with Microsoft Office Suite/Emoney/Morningstar.
- Bachelor’s degree or higher strongly preferred.
We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.