Financial Advisor Jobs

About The Position

Requirements

• Certified Financial Planner® designation.
• Series 7, 63, or 66 license, or ability to acquire one within three months of assuming the position.
• Five years of advisory experience, specifically in advice planning, book-of-business management, and relationship management.
• Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• Positive and resilient change agent who fosters collaboration as a peer and business partner.

Responsibilities

• Establish, grow, and maintain long-term relationships with clients.
• Partner with investors to help them plan their financial goals.
• Provide disciplined investing approaches, tax-management strategies, and additional financial-planning support.
• Develop personalized investment strategies and deliver financial-planning guidance.
• Manage a book of business and support client satisfaction and loyalty.
• Apply trust and estate-planning knowledge to help preserve clients’ wealth.

Benefits

• Competitive salary and comprehensive benefits package supporting financial, health, and overall well-being.
• Opportunities for performance bonuses.
• Annual cash award through the Partnership Plan, tied to company performance and client outcomes.
• Merit-based salary increases.
• Professional development.
• Work-life balance.
• Relocation available to those who qualify.