Investment Advisor

Investment Advisor

The Investment Advisor will serve at the primary point of contact for a designated set of existing clients.

Act as a fiduciary for the client at all times, lead all financial planning and review meetings for your assigned clients, develop and maintain financial software planning and investment tools, communicate with clients via in office meetings, review client tax and estate planning documents, handle client request and questions, serve as an Ambassador for the local community by attending network meetings and seminars

CFP a plus

Experience with MoneyGuide Pro, CRM, Morningstar a plus

Strong comp package and a full suite of benefits.