2nd Quarter 2026 Market Review

About the role

This role is structured as a transition of an existing client base over the next two to three years, alongside expectations of proactive new business development. The ideal candidate brings 2–5+ years of experience in a financial advisory role, with demonstrated success serving mass affluent and high-net-worth clients. This position emphasizes developing comprehensive financial plans and clearly articulating investment strategy and portfolio construction.

Responsibilities

• Thoughtfully serve and adapt to an established client base
• Develop comprehensive financial plans
• Clearly articulate investment strategy and portfolio construction
• Proactively develop new business opportunities

Qualifications

• Demonstrated reputation for integrity, sound judgment, and fiduciary responsibility
• Genuine commitment to helping clients achieve meaningful life and financial outcomes
• Series 65 license in good standing
• CFP® designation or significant progress toward completion
• The ability to cultivate long-term client relationships
• An existing book of business is highly desirable

Skills

• Financial planning
• Investment strategy
• Portfolio construction
• Client relationship management

Benefits

• Flexible work arrangement
• Professional development opportunities
• Competitive compensation package

Pay

• $80,000 - $100,000 annually

Schedule

• Full-time, primarily on-site role
• Flexibility for remote work as appropriate