Senior Financial Advisor

We are always looking for the next great Financial Advisor to join our team. Our Advisors have clearly defined career paths, enjoy multiple sources of new clients, and work together as a team to constantly improve the quality of our services. We have a ‘zero sales pressure’ policy.

• 5+ years experience financial consulting with individuals and families
• An established network of potential clients that could generate at least $10M AUM in the first 12 months
• Passionate about the power of effective planning and education
• Outstanding communication skills, both written and verbal

• Financial planning is at the core of our client relationships
• We are entrepreneurial
• We are growing fast and adopting new technology rapidly
• Our clients are distributed across age ranges and regions
• Competitive base salaries with clearly defined salary ranges based on revenue managed
• Incentives for new business production
• Leadership opportunities for top performers
• Consistent sources of new client opportunities
• Team environment, cooperative planning, centralized investment management and client services
• Broad professional talent set: CPA, CFP®, CFA
• Flexible work locations