Financial Advisor

Key Responsibilities

• Conduct ongoing client meetings and deliver comprehensive financial planning and investment recommendations
• Serve as the primary advisor for assigned Public Safety Division clients
• Manage and deepen existing client relationships through proactive engagement
• Develop new client relationships through referrals, community involvement, and targeted prospecting
• Conduct preliminary meetings with prospective clients and close new relationships as appropriate
• Facilitate onboarding for new clients and transition servicing responsibilities when needed
• Partner with other Advisors and Client Service teams to ensure timely and accurate execution of client requests
• Monitor opportunities across client portfolios and prospect pipelines
• Identify growth opportunities within existing client relationships
• Support marketing, outreach, and community engagement efforts aligned with the Public Safety Division

Qualifications

• College degree preferred
• CFP® designation encouraged; opportunity to obtain CFP® with courses and exam paid by the firm
• If CFP® is not held at hire, Series 65 license (or combination of Series 7 and 66) is required
• Minimum of 3 years of experience in financial planning, advisory services, or related roles
• Military equivalent job experience accepted
• Strong communication, relationship‑building, and organizational skills
• Ability to balance client servicing and business development responsibilities

Key Competencies / Skills

• Client relationship management and consultative advising
• Business development and referral‑based growth
• Strong financial planning fundamentals
• Excellent verbal and written communication skills
• Collaborative, growth‑oriented mindset

Pay

Estimated Total Cash Compensation: Base Salary: $70,000 – $80,000; Equity: Eligible; Incentive Compensation: Performance‑based bonus opportunities; Target Total Cash Range: $80,000 – $110,000

Schedule

Hybrid (Servicing & Growth)