Financial Advisor

Company Description Breeches Wealth Group, LLC provides comprehensive wealth management services, including financial planning, estate planning, and investment management for a diverse client base. The firm focuses on helping clients build, preserve, and transfer wealth through tailored strategies that align with individual goals and risk profiles. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC, and advisory services are provided through Cetera Investment Advisers LLC, a Registered Investment Adviser.

Cetera operates under separate ownership from Breeches Wealth Group, LLC and any other named entity, supporting the firm with robust compliance and industry resources.

Role Description The Financial Advisor is a full-time remote role responsible for providing personalized financial guidance to individuals, families, and businesses. Day-to-day activities include assessing client financial situations, developing and presenting comprehensive financial plans, and recommending investment and retirement strategies aligned with client objectives. The Financial Advisor will regularly review portfolios, monitor market and regulatory developments, and adjust recommendations as needed.

This role also involves maintaining ongoing client relationships, preparing clear documentation, collaborating with internal and external partners, and adhering to all compliance and regulatory standards.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to deliver holistic guidance and recommendations.
• Candidates should possess solid knowledge of Finance and Investments to analyze portfolios and construct appropriate investment strategies.
• Candidates should possess expertise in Retirement Planning to design long‑term income and savings plans tailored to client goals.
• Relevant professional certifications (such as CFP®, CFA, or ChFC) and a bachelor’s degree in finance, economics, business, or a related field are highly beneficial.
• Strong analytical, communication, and interpersonal skills, with the ability to explain complex concepts clearly and build long‑term client relationships.
• Proficiency with financial planning software, CRM tools, and remote collaboration platforms, as well as a commitment to regulatory compliance and ethical standards.