Financial Advisor

Overview

• Provide holistic financial guidance to an established client base in a salaried role.
• Collaborate with senior partners to ensure timely and thoughtful client service.
• Engage in a hybrid work environment with a mix of office and remote work.
• Focus on financial planning without the pressure of commission-based sales.
• Work within a collaborative and personable team culture.
• Assist clients with retirement planning, investment strategies, and risk management.
• Contribute to the success of a client-focused financial advisory team.

Key Responsibilities & Duties

• Provide comprehensive financial planning services tailored to individual client needs.
• Conduct portfolio reviews and recommend adjustments based on market conditions.
• Educate clients on investment options, wealth preservation, and financial strategies.
• Collaborate with internal teams including portfolio managers and tax professionals.
• Maintain compliance with industry regulations and firm policies.
• Prepare financial plans, reports, and client presentations.
• Build and maintain strong, long-term client relationships.

Job Requirements

• Bachelor’s degree in Finance, Economics, Business, or related field.
• FINRA Series 7 and Series 66 (or 63/65) licenses required.
• CFP®, CFA®, or progress toward certification preferred.
• Minimum of 3 years of experience in financial advising or wealth management.
• Strong client relationship management and communication skills.
• Ability to explain complex financial concepts clearly to clients.
• Proficiency in preparing financial plans and client presentations.