{"id":2376523,"url":"https://alion.io/job/onedigital-wealth-advisor-2","title":"Wealth Advisor","company":{"id":182356,"name":"OneDigital","domain":"onedigital.com","url":"https://alion.io/company/one-digital-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Orlando, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":33000,"max_usd":71000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3854},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-12T18:39:54Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-22T08:27:13Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.\nOur Newest Opportunity:\nSummary:\nThis position plays a crucial role in evaluating clients and prospects, understanding their financial needs, andprovidingtailored advice to help them achieve their financial goals. This role involves a mix of client interactions, financial analysis, and sales strategy.In addition, this positionwill support business development efforts including events, campaigns, prospect meetings, and proposals.The role leveragesexpertisein financial planning, investments, and retirement solutions to cultivate andmaintainclient relationships through referrals, educational workshops, and participant meetings. It fosters trusted relationships, comprehensive wealth management strategies, and exceptional client service.\nEssential Duties and Responsibilities (includes but is not limited to):\nDevelop and Manage Client Relationships:\nBuild trust with clients by understanding their financial needs, goals, and risk tolerance.\n\nDevelop and present customized financial plans, collaborating with internal teams as needed.\n\nDeliver an exceptional client experience through ongoing communication and service.\n\nMeet withclients regularly to review progress and ensure investment alignment with evolving needs.\n\nWealth Management Expertise:\nAdvise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning.\n\nServe as a resource for clients with complex financial planning needs and retirement plan considerations.\n\nStay informed on best investment solutions to present to clients.\n\nProspect Development and Business Growth:\nDevelop leads through various channelsincluding:utilizing OneDigital’sWorkplace to Wealth strategy to engageexisting plan clients, educational events, networking, and referrals.\n\nConvertleadsintowealth management clients by effectively advancing them through the sales pipeline.\n\nCollaborate with the serviceteam on clientonboarding and ongoing service activities.\n\nSupport business development efforts through events, campaigns, andprospectmeetings.\n\nDocument client interactions and lead generation activities using the CRM system.\n\nGenerate revenue through successful sales activities.\n\nQualifications,Skillsand Requirements:\nProventrack recordof exceeding sales goals.\n\nStrong understanding of financial planning principles, investment strategies, and relevant regulations.\n\nExcellent communication, presentation, and interpersonal skills.\n\nAbility to work and make decisions independently.\n\nProficiencywith Microsoft Office Suite (Word, Excel, and PowerPoint).\n\nDemonstrated disciplinemaintainingsales pipelineand clientinformation in a CRM, Salesforce preferred.\n\nExperience with financial planning software,MoneyGuidePropreferred.\n\nProven success with multi-tasking and managing priorities effectively.\n\nAbility to adapt to a rapidly changing business and technology environment.\n\nContinual learner mentality, able to adoptnew solutionsand interpret the impact of new laws for prospective clients.\n\nMust be able tomaintainconfidentiality ofhighly sensitiveclient information, including personnel and financial data.\n\nRegular and predictable attendance isrequired.\n\nBusiness travel up to 25%.\n\nMust be licensed to allow registration as an IAR of OneDigital Investment Advisors\n\nEducation, Training and Experience:\nBachelor's degree in Business,Economics,Finance, ora relatedfield (preferred), or relevant experience in retirement plan sales.\n\nMustpossessa valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire.\n\n2+years offinancial advisoryexperiencerequired\n\n2 - 5 years of industry relatedsalesexperience preferred\n\nOther:\nThis job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.\nThe information below is for internal use only.\nPre-hire Screening Requirements:\nCriminal\n\nFinancial\n\nEducation Verification\n\nRegistration and Licensure\nThis roleisrequiredtobe licensedin order tobe registered as an IAR of OneDigital Investment Advisors.\n\nLicense requirements may be legally met through the options outlined below. The hiring manager should select theappropriate licensepathway for each role based on business needs, updating the job description as necessary to reflect that decision.\n\nPreferred Pathways:\nSeries 65\n\nCertified Financial Planner® (CFP®)\n\nChartered Financial Analyst® (CFA®)\n\nChartered Investment Counselor (CIC)\n\nChartered Financial Consultant® (ChFC®)\n\nPersonal Financial Specialist (PFS)\n\nLimited Pathway (Series 7/66):\nCandidates holding a Series 7 plus Series 66 may be eligible for IAR registration; however, this pathway is only available in branches with an active broker-dealer designation andappropriate supervisionstructure. As OneDigital continues toconsolidatebroker-dealer operations, thisoptionis increasingly limited.\n\nCandidates with a Series 7 and 66 in a non-broker-dealer branch may be eligible to enroll in MQP and EVEP, pausing their registration for up to five years without retaking exams.In order toremainregisteredlong term, the candidate willbe requiredto obtain a Series 65 or qualifying designation during that period. Hiring managers and recruiters should discuss these options early in the hiring process with ODIA Compliance.\n\nIf a license or designation is not currently held by a candidate, the offer letter must include:\n\nAn unlicensed title to be used until licensure.\n\nA statement affirming the candidate's understanding that they must be licensed and registered within a certainperiod of timeand that they may not offer investment advice until registration is confirmed. This verbiage will be provided by Compliance when a candidate is approved by the Licensing Committee.\n\nPAC Notes\n”Senior” may be added to this title to recognize increased experience orexpertisewithin a particular level that does not require an update in job description. To update a title to include Senior,utilizethe base title Job Profile and update the Business Title. Do not create a new Job Profile to accommodate.\n\nHiring managers may customize this job description based on their specific needs. HR/Talent Management should provide oversight to ensureadditionalduties still reflect the primary intent of the role and reach out to the Financial Services Chief of Staff team when questions arise.\n\nYour base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.To learn more, visit: www.onedigital.com/careers\nOneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.\nOneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.\nPursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:\nCity and County of San Francsico\nCity of Los Angeles\nCounty of Los Angeles\nEmployment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.\nIn short, we believe in hiring the most qualified applicant for the position, regardless of background.\nIf you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.\nOneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.\nThank you for your interest in joining the OneDigital team!","description_format":"text","description_chars":10565,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Human Resources","Health Insurance & Benefits","Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-10-12T18:39:54Z"}],"visa":[],"liveness":{"score":89,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.895,"p_room":1,"age_days":10,"expected_fill_days":39,"reasons":["conf:21","velocity","win:early","comp:junior"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/onedigital-wealth-advisor-2","json_url":"https://alion.io/job/onedigital-wealth-advisor-2.json","meta":{"generated_at":"2026-10-24T04:48:00Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7054,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":182356},"rest":"https://alion.io/mcp/rest/get_company?id=182356"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fonedigital-wealth-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fonedigital-wealth-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fonedigital-wealth-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/onedigital-wealth-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fonedigital-wealth-advisor-2"}]}