Financial Advisor

Responsibilities

• Manage and advise a book of high-net-worth clients
• Develop personalized financial plans and investment strategies
• Build long-term client relationships through proactive communication and portfolio reviews
• Deliver ongoing financial planning and investment guidance
• Identify opportunities to deepen existing relationships and support business development
• Collaborate with advisors and internal teams to provide an exceptional client experience
• Stay current on market trends and economic developments to support client recommendations

Requirements

• 3-10+ years of wealth management or financial advisory experience
• CFP or CFA required (or CFA near completion)
• Series 65 license or ability to obtain within 90 days
• Experience with financial planning software such as MoneyGuidePro, Wealthscape, or Advisor Center
• Strong investment knowledge and financial planning expertise
• Proven ability to build trusted client relationships and deliver exceptional service
• Excellent communication and relationship management skills

Qualifications

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Benefits

Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan.

Pay

Hybrid, 2-3 Days onsite

Schedule

Hybrid