Commas Financial Advisor

Core Responsibilities

Lead and manage a defined set of client relationships
Conduct discovery and ongoing planning meetings
Deliver advice across cash flow, investing, tax considerations, and long-term planning
Provide guidance during periods of uncertainty or market volatility
Own client communication, follow-up, and service requests
Maintain strong organization across all client interactions
Contribute to team initiatives and process improvements where appropriate
Support firm growth through small but consistent actions (introductions, sharing content, etc.)

Leadership, Culture & Core Values

We are a team of good people who put forth relentless effort to serve others.
Demonstrate Truepoint’s & Commas Core Values:
- We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
- We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
- We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
- We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.

Requirements

• CERTIFIED FINANCIAL PLANNER™ designation required.
• Passion for delivering fiduciary guidance and financial education to individuals and families.
• Ability to manage multiple client relationships with consistency and attention to detail
• Strong communication skills and the ability to simplify financial concepts
• A client-first mindset focused on long-term relationships
• Comfort operating in a structured, systems-driven environment
• Willingness to contribute to a growing and evolving team
• Demonstrate initiative to grow both personally and professionally as our industry and firm changes.

Physical & Environmental Requirements

• Prolonged periods of working on a computer and occasional periods sitting.
• May have to lift up to 15 pounds.
• Minimal travel required. Frequent attendance at internal meetings required.
• Occasional attendance at meeting with outside partners.
• Travel outside the region may be required for business and/or professional development.
• In our hybrid work environment, the company reserves the right to modify in-office attendance requirements at its discretion based on business needs.