Financial Planner/Financial Advisor

Partner-Track on Established Team for Experienced, Service-Focused Financial Advisor/Financial Planner!

This is the opportunity you’re seeking if you have excellent financial planning skills, love being client facing, and prefer serving rather than selling. You’ll join a well-established team that’s part of one of the fastest growing RIAs in the country that still has that boutique feel that’s focused on personalized, high-touch service.

Qualifications – Financial Advisor/Financial Planner

Prior Financial Advisor/Financial Planner experience leading in-person client meetings and reviews.

Strong understanding of financial principles with excellent research and comprehensive financial planning recommendations.

Bachelor's degree, Series 7 and 66 required with CFP, CPA, EA plusses.

Very organized, tech-savvy with financial planning and tax planning software.

Mandatory FINRA background check and verification process.

Key Responsibilities – Financial Advisor/Financial Planner

Develop a deep understanding of clients’ specific financial goals and provide holistic financial plans to reach goals while addressing potential risks.

Monitor clients’ finances and accounts to make recommendations and changes as needed.

Build strong client relationships and become a trusted advisor by continually serving and addressing client questions/requests as well as counseling and educating clients to help them realize their goals and dreams.

Help clients plan for specific circumstances and life events.

Rewards – Financial Advisor/Financial Planner

Strong Compensation Package – Salary plus strong performance incentive package.

Partner-Track Opportunity – Tailored path to partner aligned with your contribution and goals.

Excellent Benefits – Attractive benefits package including Health Insurance, HSA, Dental, Vision, 401K, Life Insurance, AD&D, Short-Term and Long-Term Disability, FSA, Employee Assistance Program, Paid Vacation, Holidays, and more!

Top-Rated Culture – Join and grow in an award-winning culture (#1 in 2021 & 2022 for mid-size employers/Top Workplace in USA Today) where you'll look forward to Monday.

Principled Leadership – “Hungry. Humble. Smart.” is exemplified throughout the organization.