We are seeking a dynamic Financial Advisor to join our growing firm. This role combines client relationship management, business development, and investment advisory services in a collaborative, client-focused environment.
Requirements
- Series 66 (Investment Adviser Law) licenses required
- Bachelor's degree
- CFP, CFA, or other relevant professional designations preferred
- Minimum 5 years of experience in financial services, with demonstrated success in client relationship management and business development
- Proven track record of asset gathering and client retention
- Experience with high-net-worth clientele preferred
- Strong communication and presentation abilities with capacity to explain complex financial concepts clearly
- Proficiency with portfolio management software, CRM systems, and Microsoft Office Suite
Benefits
- Firm-paid CPE
- Leadership opportunities
- Sabbatical program
- Unlimited PTO
- 12 firm-paid holidays
- Flexible remote work options
- Major medical, dental, and vision insurance
- Employer-paid life insurance
- Long-term disability coverage
- 401(k) with profit sharing
- Equity program for Senior Managers+ and top performing Managers