Role OverviewOur client is a fee-only financial planning firm seeking a Financial Advisor to support and lead client relationships. The role is designed for a developing advisor who is technically strong and committed to delivering exceptional client experience.
What You Will Do
Prepare and analyze financial planning and investment strategies, support complex client needs, participate in client meetings, and ensure thorough follow-through on all action items.
Why It Might Be a Fit
This role offers a clear growth path toward Lead Advisor responsibility, ongoing training, coaching, and mentorship to support professional development and long-term career advancement.
Requirements
- Bachelor's degree in finance, financial planning, economics, accounting, or engineering
- CFP designation completed or in progress
- Series 65 licensed or willingness to obtain
- 3-7 years of experience in financial planning or wealth management
- Strong technical knowledge of financial planning
- Solid understanding of investment principles and modern portfolio theory
- Experience with CRM systems, financial planning software, and portfolio accounting platforms
- Proficiency in Microsoft Office, particularly Excel
Benefits
- Base salary ($90k-$130k)
- Bonus
- Health Insurance
- 401k with match
- Sabbatical Program
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