Financial Advisor

What You’ll Do

• Serve as a primary advisor to clients, building long-term relationships grounded in trust, clarity, and proactive guidance
• Develop comprehensive financial strategies spanning investments, retirement, tax planning, estate considerations, and risk management
• Deliver thoughtful, tax-efficient recommendations aligned with client goals, life stages, and business interests
• Advise clients on retirement income planning, pension decisions, and long-term wealth preservation
• Collaborate closely with CPAs, attorneys, and estate planning professionals to provide fully integrated solutions
• Support business owners with succession planning and continuity strategies
• Prepare and present clear, polished financial analyses and client-ready reports
• Stay current on regulatory requirements and ensure strict adherence to compliance standards
• Maintain and grow existing client relationships through consistent communication and high-quality service

What You Bring

• Bachelor’s degree required
• CFP®, CFA®, CPA/PFS, or JD (estate or tax-focused) strongly preferred
• Series 65 (or Series 7 + 66) required within 60 days if not already licensed
• CFP or CFA required within 3 years if not currently held
• Strong client-facing presence with the ability to communicate confidently and professionally
• Background in public accounting, tax, legal, or advisory services highly valued
• A mindset geared toward maintaining and growing an existing book of business, not transactional selling
• Intellectual curiosity, business maturity, and the ability to earn trust quickly

Why This Role Stands Out

• Opportunity to join a high-performing advisory team with strong mentorship
• Ongoing training and certification support
• Flexible location with periodic travel for key meetings
• Competitive benefits including PTO, paid holidays, medical/dental, disability & life insurance, retirement match, parental leave, profit-sharing bonus, professional development support, volunteer time, and more