Financial Advisor

We are seeking an experienced Financial Advisor to join a collaborative wealth management team. This individual will take ownership of client relationships, provide comprehensive financial planning guidance, and work closely with internal and external professionals to deliver thoughtful, personalized solutions.

• Manage a dedicated group of client relationships, serving as a trusted advisor and leading regular client meetings, communications, and ongoing service needs.
• Develop and deliver comprehensive financial plans by evaluating clients’ financial circumstances, goals, and objectives and recommending appropriate strategies.
• Build new and existing client relationships by supporting business development, onboarding new clients, and identifying opportunities to expand the firm’s relationships.
• Collaborate with clients’ CPAs, estate planning attorneys, and other professional advisors to coordinate solutions across financial planning, tax, estate, and investment needs.
• Serve as a resource and leader within the team by mentoring junior professionals, contributing to specialized areas of expertise, and helping improve internal processes and client service.
• 5+ years of experience within wealth management, financial planning, or a related advisory environment.
• Demonstrated ability to independently manage client relationships and provide integrated advice across multiple areas of financial planning.
• Experience with financial planning software preferred.
• $80K - $120K base salary plus variable income