Financial Advisor

If you’re a financial advisor who feels like you’re building someone else’s business… you’re not alone.

Many advisors we speak with are frustrated by limited independence, lack of real support, and uncertainty around who truly owns their book.

We help advisors like you confidentially explore over 150 firms we have partnered with. Let us find the right fit for you.

Role Description

The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients.

Qualifications

Financial Planning and Retirement Planning skills

Finance and Investments knowledge

Experience in providing Financial Advisory services

Strong analytical and problem-solving skills

Excellent interpersonal and communication skills

Attention to detail and ability to meet deadlines

Proficiency in financial software and tools

Certifications such as CFP, CFA, or Series 7 are a plus