Financial Advisor

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