Financial Advisor

For an experienced advisor who believes good wealth management starts with knowing the clientand extends well beyond the portfolio.

We are looking for an experienced Financial Advisor to join our wealth management team and serve high-net-worth individuals families trusts and foundations.

This is a relationship-driven role for an advisor who wants to combine investment management financial planning and thoughtful client advice with the opportunity to grow lasting relationships and contribute to the continued growth of the firm.

Youll work alongside experienced investment and wealth management professionals with the resources and infrastructure of an established firm and the opportunity to have a meaningful voice in the future of the business.

As a Financial Advisor youll be responsible for understanding what matters to your clients and translating that understanding into thoughtful long-term wealth management strategies.

Your work will include:

• Build and manage trusted relationships with high-net-worth individuals families trusts and foundations.
• Serve as a primary point of contact for clients providing proactive communication financial guidance and ongoing advice.
• Develop comprehensive financial plans that reflect each clients goals circumstances risk tolerance and long-term objectives.
• Manage and monitor investment portfolios and make recommendations informed by fundamental technical and macroeconomic analysis.
• Work closely with our investment operations and client service teams to ensure recommendations are implemented accurately and efficiently.
• Lead client meetings and portfolio reviews communicating investment strategies and financial recommendations clearly and thoughtfully.
• Stay informed on financial markets economic developments investment products and regulatory changes and incorporate relevant developments into client advice.
• Develop relationships with prospective clients and professional referral sources and contribute to the firms growth through referrals networking community involvement and other business development activities.
• Participate in educational seminars industry events and professional organizations that strengthen client relationships and expand the firms presence.
• Maintain accurate client records and documentation while meeting all regulatory compliance and fiduciary obligations.
• Share your experience with developing advisors and contribute to a collaborative culture of professional growth.

Were looking for an experienced wealth management professional who is comfortable sitting across the table from a client understanding the full picture and providing sound advice.

You should have:

• A bachelors degree from an accredited four-year institution; Finance Economics Business or a related field preferred.
• Series 65 and CFP certification required.
• 57 years of experience in investment management financial planning wealth management or a related advisory role.
• Experience serving high-net-worth individuals families trusts foundations or institutional clients preferred.
• Strong knowledge of portfolio management investment products financial planning and fiduciary responsibilities.
• Demonstrated ability to develop and maintain long-term client relationships.
• Strong communication skills and the ability to explain complex financial and investment concepts in a clear thoughtful manner.
• An analytical mindset sound judgment and genuine intellectual curiosity.
• The initiative and business acumen to identify opportunities to deepen existing relationships and develop new ones.

We also value professionals who are still building their advisory careers. Newly licensed CFP professionals with strong investment knowledge initiative and a demonstrated commitment to the profession are encouraged to apply.

Our firm has been serving clients for 40 years and is employee-owned. Our approach is grounded in disciplined investing long-term thinking and a commitment to dividend growth investing.

Were continuing to grow and this role offers the opportunity to be part of that growthnot simply as an advisor serving clients but as a professional helping shape the next chapter of the firm.

We value advisors who bring expertise to the table but we also believe that expertise is only part of the job. The strongest client relationships are built through consistency good judgment transparency and trust earned over time.

Our culture is straightforward:

Know Your Stuff.
Be Devoted to Excellence.
Serve With Integrity and Humility.
Be Real and Transparent.

If youre an experienced advisor looking for a firm where investment expertise client relationships and long-term thinking genuinely matter wed like to hear from you.