Financial Advisor Planner

Responsibilities

• Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.
• Provide comprehensive financial planning and investment advisory services.
• Manage client portfolios while identifying opportunities to deepen existing relationships.
• Deliver retirement, estate, insurance, and wealth preservation strategies tailored to client needs.
• Grow assets under management through referrals, networking, and business development.
• Ensure all client recommendations meet regulatory and compliance standards.
• Collaborate with internal partners to provide a best-in-class client experience.

Qualifications

• FINRA Series 7 and 66 (or 63/65) licenses required.
• Life and Health Insurance licenses preferred.
• Demonstrated success managing client relationships and growing assets under management.
• Existing book of business or established client relationships strongly preferred.
• Strong consultative sales, communication, and relationship management skills.
• CFP, ChFC, CFA, or other professional designation is a plus.

What We Offer

• Competitive compensation with performance-based incentives.
• Comprehensive benefits package.
• Access to a strong referral network and established client opportunities.
• Administrative and operational support.
• Robust investment platform and financial planning resources.
• Long-term career growth with a respected financial institution.

Pay

$70,000.00 - $100,000.00

Schedule

M-F

Benefits

All inquiries will be handled with the highest level of confidentiality.

We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws.

We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law.

Applications from members of minority groups and women are encouraged.