Smith Moore, founded in 1913, brings more than 100 years of trusted financial service rooted in honesty, integrity, and long-term commitment. Our history includes participation in the landmark 1956 Ford Motor Company IPO—evidence of a legacy built on credibility and discipline. Smith Moore is built on stability, ownership, and a commitment to putting clients first—yesterday, today, and for the long term.
Role DescriptionThis is a full-time role for a Financial Advisor, located in multiple locations across the United States, with some flexibility for remote work. The Financial Advisor will focus on providing comprehensive financial planning and investment guidance, develop and maintain long-term client relationships, execute growth strategies aligned with your personal vision and operate your practice with autonomy while leveraging firm resources
Qualifications- Active FINRA Series 7 and 63/65 or 66 licenses (required)
- 5+ years of experience as a Financial Advisor with a portable book of business
- Strong knowledge of financial planning, investment management and wealth strategies
- Demonstrated ability to operate independently and run a disciplined practice with a desire for ownership and long-term equity participation
- High ethical standards and commitment to client-first service
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are desirable
- Competetive industry-leading total compensation
- Transition support based on assets under management and trailing 12-month revenue
- Profit-sharing for advisors who meet establihsed production thresholds
- Health and wellness benefits
- Paid time off based on tenure
- 401(k) plan with 3% employer contribution (up to IRS maximum)
- Shareholder distributions give you a voice in the firm’s future.
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