Financial Advisor

About the role

We are seeking a Financial Advisor to serve as the primary point of contact for a portfolio of clients, delivering comprehensive financial planning and portfolio management. The role blends investment strategy, cash‑flow analysis, tax considerations, estate planning, risk management, and benefit planning to meet client objectives.

Key responsibilities

• Act as the first point of contact for assigned clients, building and maintaining strong relationships.
• Develop and execute holistic financial planning strategies, covering investments, cash flow, tax, estates, risk management and benefit plans.
• Review client portfolios, assess objectives, and construct customized investment solutions within firm guidelines.
• Participate in the firm’s investment committee and manage a segment of the investment universe (optional specialization).
• Serve as an internal subject‑matter expert in a chosen area of financial planning (optional specialization).
• Collaborate across departments to drive business development initiatives.

Required profile

• Minimum 3 years of experience in wealth management with a proven ability to manage client relationships.
• CFP® or CFA designation preferred, or having passed the relevant exams.
• Bachelor’s degree from an accredited university.
• Detail‑oriented, highly organized, and of the highest integrity.
• Client‑first mentality.

Required skills

What we offer

• Base salary range $100,000 – $145,000 per year (excluding potential incentives).
• Fully paid medical, dental, vision, life, AD&D, short‑ and long‑term disability.
• Flexible Spending Account (FSA) and generous 401(k) match (traditional and Roth options).
• Comprehensive benefits package supporting health, retirement and work‑life balance.