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Wealth Design Group Jobs (NOW HIRING)

Fortivus Wealth Group

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Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

At Fortivus Wealth Group, we empower our clients to plan and fortify a life by design, and we are equally committed to helping our team members achieve their aspirations. In the Entity Advisor role ...

Barry Wehmiller Group

IT Helpdesk

Dallas, TX

BW Design Group is a fully integrated architecture, engineering, construction, system integration ... a wealth of experience and talent beyond just the technical requirements of a job. If your ...

Barry Wehmiller Group

Senior Controls Engineer

Houston, TX

$92.60K - $122.20K/yr

BW Design Group is a fully integrated architecture, engineering, construction, system integration ... a wealth of experience and talent beyond just the technical requirements of a job. If your ...

Barry-Wehmiller

Project Director

Pasadena, CA · On-site

BW Design Group is a fully integrated architecture, engineering, construction, system integration ... At Barry-Wehmiller we recognize that people come with a wealth of experience and talent beyond just ...

Paper Converting Machine

IT Helpdesk

Dallas, TX · On-site

BW Design Group is a fully integrated architecture, engineering, construction, system integration ... a wealth of experience and talent beyond just the technical requirements of a job. If your ...

Barry-Wehmiller Companies

IT Helpdesk

Dallas, TX · On-site

BW Design Group is a fully integrated architecture, engineering, construction, system integration ... a wealth of experience and talent beyond just the technical requirements of a job. If your ...

BOK Financial

Private Wealth Advisor

San Antonio, TX · On-site

Not Available Application Deadline: 07/01/2026 BOK Financial Corporation Group includes BOKF, NA ... design and modern portfolio theory. * Highly professional appearance. * Excellent verbal and ...

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Wealth Design Group information

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How much do wealth design group jobs pay per hour?

As of Jun 1, 2026, the average hourly pay for wealth design group in the United States is $27.99, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $31.73 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Wealth Design Group, and why are they important?

To thrive as a Financial Advisor at Wealth Design Group, you need strong financial planning knowledge, analytical skills, and typically a bachelor's degree in finance or related field, along with relevant licenses such as FINRA Series 7 and 66. Familiarity with financial planning software, CRM systems, and investment analysis tools is essential. Exceptional interpersonal skills, trustworthiness, and effective communication set top advisors apart in building client relationships. These skills are crucial for providing sound financial guidance, maintaining compliance, and fostering long-term client trust and satisfaction.

What are the primary responsibilities and daily tasks of a financial advisor at Wealth Design Group?

As a financial advisor at Wealth Design Group, your daily tasks typically include meeting with clients to assess their financial goals, developing tailored financial plans, and recommending investment strategies. You’ll collaborate closely with other advisors and support staff to ensure clients receive comprehensive service. Staying informed about market trends and regulatory changes is essential, as is maintaining strong client relationships through regular communication. Advisors also spend time prospecting for new clients and participating in ongoing professional development to advance their careers.

What is Wealth Design Group?

Wealth Design Group is a financial services firm that offers personalized financial planning and wealth management solutions to individuals, families, and businesses. Their team of advisors helps clients develop strategies for retirement, investment, estate planning, insurance, and other financial goals. Wealth Design Group typically works closely with clients to understand their unique needs and create tailored financial plans that support long-term financial security and growth.

What is the difference between Wealth Design Group vs Financial Advisor?

AspectWealth Design GroupFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentCollaborative, client-focused financial planning firmsBanking, independent firms, or financial institutions
Industry UsageUsed in wealth management and comprehensive financial planningUsed broadly in investment advice and financial services
Common Search/ComparisonWealth Design Group vs Financial Advisor

Wealth Design Group and Financial Advisor roles often overlap in providing financial planning and investment advice. However, Wealth Design Group typically emphasizes comprehensive wealth management with a focus on personalized strategies, while Financial Advisors may have a broader or more transactional role. Both require relevant certifications and work in similar environments, but their specific services and client engagement levels can differ.

More about Wealth Design Group jobs
What states have the most Wealth Design Group jobs? States with the most job openings for Wealth Design Group jobs include:
What job categories do people searching Wealth Design Group jobs look for? The top searched job categories for Wealth Design Group jobs are:
Wealth Design Group jobs near you
Infographic showing various Wealth Design Group job openings in the United States as of May 2026, with employment types broken down into 33% Full Time, 39% Part Time, and 28% Contract. Highlights an 82% Physical, and 18% Remote job distribution, with an average salary of $58,220 per year, or $28 per hour.

Wealth Management Advisor

Fortivus Wealth Group

King Of Prussia, PA • On-site

$61K - $119K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

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Job description

Becoming an Entity Advisor at Fortivus Wealth Group offers a unique opportunity to help clients achieve their financial goals through comprehensive financial planning. As an Entity Advisor, you will build long lasting relationships, offer personalized guidance, and provide tailored solutions to meet clients' financial needs and objectives, all with robust support and backing of our firm.

At Fortivus Wealth Group, we empower our clients to plan and fortify a life by design, and we are equally committed to helping our team members achieve their aspirations. In the Entity Advisor role, we provide the resources needed to jump-start your career as a Wealth Management Advisor. This role is supported by extensive training, hands-on experience, mentorship, and access to a network of seasoned financial specialists.

In this role you can expect coaching and guidance around the following:

• Comprehensive Financial Planning

• PX Financial Planning Software

• Asset and Income Protection

• Education Funding

• Investment and Advisory Services

• Trust Services

• Estate Analysis

• Retirement Solutions

• Business Needs Analysis

• Employee & Executive Benefits

RESPONSIBILITIES

· Client Building: Develop and maintain a client base through networking, referrals, and providing exceptional service.

· Financial Planning: Offer customized financial solutions including asset and income protection, education funding, investment and advisory services, trust services, and retirement solutions.

· Needs-Based Analysis: Conduct thorough analyses to ensure clients' needs are met at every life stage, managing financial risk and achieving financial security.

· Education and Development: Continuously educate yourself through sponsored licensing and ongoing professional development.

· Client Management: Review and maintain client financial plans, providing ongoing advice and adjustments as needed.

· Business Development: Own the development and management of your business, leveraging Fortivus Wealth Group’s resources and building a referral-based clientele.

QUALIFICATIONS

Required

  • Licensing and Designations:
    • Must obtain PA Life & Health Certification, Securities Industry Essentials (SIE), Series 6 or 7, and 63
    • Ideal designations (can be worked on post hire) are CLU, ChFC, CFP
  • Excellent time-management, strong written and verbal communication, and proven leadership abilities
  • Legal authorization to work in the US without sponsorship

Preferred

  • Undergraduate degree in business or related field
  • Demonstrated success in sales, client services, or other client facing roles
  • Previous experience in financial services is a plus
  • Former or current Financial Advisors are encouraged to apply

BENEFITS

  • Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities
  • Compensation & Benefits
    • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
    • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
    • Additional income structure to support training and early development
    • Renewal income earned for continued client support and policy management
    • Support for insurance and securities licensing
    • Competitive and comprehensive medical, vision, and dental plans
    • Life Insurance and Disability Income Insurance

Fortivus Wealth Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fortivus Wealth Group makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Company Description

We are a wealth management company who focuses on delivering a high level of customer service to our clients and fosters a collaborative and inclusive culture for our employees. We are quickly growing and looking to help our employees do the same.