Financial Advisor

This role is designed for a relationship-driven professional who values a client-centered approach and thrives in a collaborative team-oriented environment. The position provides a defined career track that includes stewardship of an existing client base the ability to build and own your personal book and a qualifying path to equity ownership in the firm.

Key Responsibilities

• Serve as a primary advisor to existing clients delivering thoughtful financial planning and investment guidance
• Build and deepen client relationships through consistent high-quality communication
• Contribute to business development efforts and organically grow client assets
• Collaborate with internal team members to deliver a seamless client experience
• Follow established processes while adapting to client-specific needs

Qualifications

• Experience in financial advising wealth management or a related client-facing role
• Strong interpersonal and communication skills with a service-oriented mindset
• Detail-oriented with strong organizational and follow-through capabilities
• Working knowledge of financial planning concepts and investment strategies (Series 7 and Series 66 required; CFP or progress toward designation preferred)
• Demonstrated ability or desire to develop client relationships and grow a book of business

What We Offer

• Immediate opportunity to work with an established client base
• A collaborative team-supported environment
• Clear career progression with the ability to build and own your business
• A culture focused on serving clients with excellence and integrity
• Compensation is competitive and will be tailored based on experience existing client relationships and overall fit. The role includes a combination of base salary performance-based incentives and a qualifying path to equity participation.