Financial Services Advisor

Lead with Purpose. Partner with Impact. We are a professional, client-focused team dedicated to making a meaningful difference in the lives of those we serve. Our work is driven by a commitment to excellence, integrity, and long-term client success. This is an outstanding opportunity to join a respected firm in the financial services industry.

We’re seeking a collaborative, experienced professional who is interested in a long‑term role contributing to the continued growth and evolution of a well‑established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship‑building skills, meticulous attention to detail, a service‑oriented mindset, and the ability to manage multiple priorities in a dynamic, fast‑paced environment. This role requires a commitment to the highest standards of client service, professionalism, and ethical conduct.

The successful candidate will be expected to operate with a strong understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients. Our office environment is fast‑paced and mission‑driven, with a culture centered on enhancing the financial well‑being of our clients.

• Serve as the primary point of contact to cultivate and enhance long‑term client relationships
• Clearly communicate investment strategies and financial planning recommendations on an ongoing basis
• Lead client meetings with thorough preparation and manage all follow‑up tasks in a timely manner
• Maintain accurate and detailed documentation of all client interactions
• Contribute to firm growth by fostering new client relationships
• Identify opportunities to consolidate external assets into the firm
• Regularly review and update clients’ financial plans to ensure alignment with their goals

• Direct, Client Facing: 10 Years Required
• Series 65 (or equivalent) Required
• CFP Preferred
• Deep understanding of investments, financial markets, and planning strategies for high‑net‑worth individuals
• Strong personal work ethic and sense of accountability
• Demonstrates respect and professionalism in all interactions
• High level of integrity and trustworthiness
• Exceptional relationship management skills, both written and verbal
• Operates in a fiduciary capacity, always acting in the best interest of the client
• Remains composed and solutions‑oriented under pressure
• Proven ability to develop new relationships and convert prospective clients
• Active and empathetic listener
• Self‑motivated and driven to excel
• Strategic thinker with strong problem‑solving abilities and a forward‑looking mindset
• Positive, enthusiastic attitude
• Flexible and adaptable to evolving client needs and firm priorities
• High energy with a proactive approach to challenges
• Creative thinker with a passion for continuous learning and professional growth
• Highly organized with strong attention to detail
• Discreet and dependable, with a strong understanding of confidentiality and compliance obligations