Griffith & Associates is a growing independent wealth management and financial planning firm dedicated to helping successful individuals, families, and business owners achieve their financial goals through personalized, comprehensive financial planning.

With over $450 million in assets under management, we provide sophisticated wealth management and bespoke financial planning solutions tailored to each client's unique circumstances. Our philosophy is built on long-term relationships, exceptional client service, and advice that extends far beyond investment management.

As we continue to grow, we are looking for an experienced Senior Wealth Management Advisor / Certified Financial Planner (CFP) to join our team.

This is an ideal opportunity for an experienced advisor who enjoys building lasting relationships with affluent and high-net-worth clients, while delivering truly holistic financial advice.

You will work alongside an established team and play a key role in developing comprehensive financial plans, managing complex client relationships, and delivering an exceptional client experience.

Key Responsibilities:

Provide comprehensive financial planning and wealth management advice to affluent and high-net-worth clients.
Develop personalized strategies across retirement, tax, estate, investment, insurance, and cash flow planning.
Build and maintain trusted long-term client relationships.
Conduct regular client review meetings and proactively identify planning opportunities in an already established book.
Collaborate with internal specialists and external professionals, including accountants and lawyers.
Maintain the highest standards of compliance, professionalism, and fiduciary responsibility.
Contribute to the continued growth and success of Griffith & Associates.

Qualifications:

Certified Financial Planner (CFP*) designation.
Minimum 5+ years* of experience in an Advisor role in wealth management and/or financial planning.
Proven experience working with affluent and high-net-worth clients.
Strong knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management.
Excellent interpersonal, communication, and presentation skills.
Demonstrated ability to build trust and deliver an exceptional client experience.
Experience managing complex client portfolios.
Securities licensing (or ability to maintain required licensing immediately).
Established professional network and business development experience.

What We Offer:

Opportunity to join a respected and growing independent wealth management firm.
Access to an established client base and collaborative team environment.
Comprehensive support from experienced operations and administrative professionals.
Competitive compensation structure, including salary and performance incentives.
Ongoing professional development and career growth opportunities.
A culture that values integrity, collaboration, and client-first advice.

Why Griffith & Associates?

At Griffith & Associates, we believe exceptional financial advice begins with understanding the whole person—not just their portfolio. We pride ourselves on delivering thoughtful, customized planning that helps our clients make confident financial decisions throughout every stage of life.

If you're passionate about building meaningful client relationships and delivering sophisticated financial planning to high-net-worth families, we'd love to hear from you.

Senior Wealth Management Advisor / Certified Financial Planner (CFP)

About the Job