Financial Advisor

At Pointer Financial Advisors, we work with our clients to help them achieve the lifestyle they want—now and in retirement—by delivering thoughtful, personalized financial advice. As a fee-only, fiduciary firm, we are driven by our clients' success, not commissions. Every strategy we recommend is made with their best interest ’re seeking a service-oriented Financial Advisor to join our growing team in Columbia, MD.

This role is ideal for someone who thrives in a collaborative environment, enjoys problem-solving, and finds fulfillment in building long-term relationships with clients.

As a firm that believes success starts with taking care of people, we offer a supportive, flexible environment that enables our team to bring their best selves to work every day. Our culture emphasizes integrity and building relationships with our clients and our team.

Key Responsibilities:

• Build and maintain comprehensive financial plans tailored to each client’s goals
• Conduct investment research, analyze markets, and participate in portfolio construction
• Clearly communicate the reasoning behind investment and planning recommendations
• Stay current with economic, tax, and planning trends that impact client strategies
• Educate clients on financial concepts, market trends, and investment strategies
• Assist with the implementation of financial plans, including account setup, rollovers, and coordination with custodians
• Guide clients through major life events like retirement, home purchases, college planning, and equity compensation decisions
• Develop and nurture relationships with clients, centers of influence, and prospective referrals
• Maintain client data in the CRM and follow workflows to ensure timely service
• Collaborate with team members on internal processes and contribute to firm-wide initiatives
• Support compliance efforts by documenting client activity and staying informed on regulatory requirements
• Collaborating with the marketing team to develop and execute client-focused events, such as financial planning workshops, webinars, or networking gatherings, to attract new clients and strengthen brand presence.
• Networking to identify and engage prospective clients, attending industry events, and building referral partnerships.
• Lead new client onboarding, including discovery meetings, data collection, and introduction to our process
• Proactively following up on leads and prospective clients with thorough and consistent follow-up and engagement to convert them into clients.

What You Bring:

• 5+ years of industry-related experience
• Series 65 license (or equivalent) or ability to obtain within 60 days of hire
• Strong communication skills and an ability to simplify and communicate complex topics
• Proficiency in financial planning software, portfolio tools, and CRM platforms
• Detail-oriented, self-motivated, and collaborative
• 11 Paid Holidays (including the day after Thanksgiving)