Financial Planner

Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If you’re a responsible, professional, and people-oriented individual, we’d love to hear from you. Contact us today to explore this exciting opportunity!

Join Our Dynamic Team as an Financial Planner! As an Financial Planner, you’ll play a crucial behind-the-scenes role, supporting our clients and principal advisors. Your ability to prioritize, anticipate needs, and adapt to changing variables will be key. We’re looking for someone who thrives in a team environment, is deadline-driven, and possesses strong organizational skills.

• Comfortably engage with clients, providing exceptional service.
• Listen actively and respond professionally to client inquiries.
• Process account openings, transfers, and distributions in compliance with government regulations and company policies.
• Prioritize telephone calls, emails, and daily account maintenance tasks.
• Assist with administrative duties.
• As your skillset and interest expand, you’ll have ample opportunity to take on more financial planning and client advisory functions.

Educational and Experience Preferences:

• Undergraduate degree or higher
• Finance or Accounting degree
• Minimum 5 years of industry experience

Required Skills:

• Reliability:
  You follow through on commitments and execute plans effectively.
• Detail Orientation:
  You have a systematic approach to tasks and pay attention to the finer points.
• Interpersonal
  
  Skills:
  
  Effective communication and listening skills are essential.
• Career-Driven:
  You’re eager to develop within the financial services industry.
• Tech-Savvy:
  Excellent computer skills and a willingness to learn our software.
• Confidentiality:
  You understand the importance of privacy and confidentiality.

• Base Salary: Extremely competitive, based on experience
• Bonus: Tied to personal and firm results
• Vacation: 2 weeks
• Personal Time Off / Sick Days: 7 days
• Retirement: 401(k) plan with matching
• Healthcare: Health, Vision and Dental plans available

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Mid-Senior level

Full-time

Finance and Sales

Financial Services and Investment Management