Qualifications
• CFP®, ChFC®, or MSFP preferred or a willingness to obtain
• Series 7 & 66 and insurance licenses
• 2+ years advising high-net-worth clients
• Passion for comprehensive financial planning
You'll Thrive Here If You...
· Enjoy building lifelong client relationships.
· Believe financial planning should go beyond investments.
· Want to inherit meaningful client relationships instead of cold calling.
· Value collaboration, integrity, and continuous learning.
Stop Prospecting. Start Advising.
For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people—not production—first. We're looking for an experienced Wealth Manager who wants to spend more time helping clients and less time chasing the next sale.
What Makes This Opportunity Different?
· ✔ An established client base from day one—no book of business required and no waiting behind a senior advisor for a book that feels like you’ll never inherit.
· A firm with a 30+ year focus looking to build relationships with multiple generations.
· ✔ No sales quotas or asset-gathering pressure. Success is measured by client outcomes and satisfaction.
· ✔ Comprehensive planning using investments, retirement, tax, estate, insurance, and cash flow strategies.
· ✔ Hybrid RIA/Broker-Dealer flexibility with robust planning tools and investment solutions.
· ✔ Dedicated operations and administrative support so you can focus on advising.
· ✔ Collaborative team culture where advisors work together rather than compete.
· ✔ Competitive salary, quarterly incentive opportunities, profit sharing, and outstanding benefits.
Join a Firm That Invests in You
If you're looking for a career—not just another advisory position—you'll find an environment where your expertise is valued, your voice is heard, and your success is supported. Join a firm where relationships drive growth and advisors are empowered to do their best work every day.
Compensation & benefits
Base salary of $90,000 - $120,000 based on experience and designations with quarterly bonus availability.
401(k) Safe Harbor with a 3% employer contribution after one year.
401(k) Profit Sharing contributions in addition to the Safe Harbor after one year.
100% employer-paid short- and long-term disability
100% employer-paid life insurance.
Health coverage with 80% of the individual premium covered.
FSA with $700 employer contribution, dental, generous PTO, and market holidays.
We believe wealth is about more than numbers — it's about clarity, confidence, and purpose, for our clients and for the people who serve them. If that resonates, we'd love to talk.