Financial Advisor

Are you a strategic thinker with a passion for being in service? Do you have high standards for helping people and find fulfillment in creating and cultivating genuine relationships? The successful candidate for the Financial Advisor position leads clients through strategic financial decisions, combining expertise in communication and relationship building with the ability to be detailed, organized, motivated, and an accomplished problem solver.

This role offers access to ongoing professional development and industry education, providing opportunities for growth and advancement. If you share our passion and high standards for delivering a unique experience and providing excellent, evidence-based financial advice, this position may be perfect for you.

• Lead clients in making strategic financial decisions, guiding them through complex situations while ensuring alignment with their goals
• Build and lead long-term client relationships, guiding clients through ongoing financial decisions and milestones
• Execute financial planning following the CFP® code of ethics and standards of conduct
• Collaborate with the Investment Team and Planning Team to ensure a coordinated approach to managing each client’s financial situation
• Prepare for and conduct client meetings, including implementation and follow-up
• Serve as primary point of contact for client questions and strategic needs
• Lead the review and adjustment of client financial strategies to achieve goals and grow assets under management

• Develop expertise in firm processes and procedures to enhance operational efficiency
• Identify opportunities for quality improvement and efficiency
• Maintain client records and manage the client management system database
• Work independently while collaborating with team members to achieve objectives
• Utilize software packages efficiently to support core responsibilities

• Represent the firm at client-related and strategic partner functions
• Network in the local community to grow the client base and enhance the firm’s reputation
• Build and maintain relationships with strategic partners
• Set business development goals and actively contribute to firm growth initiatives
• Participate in cross-functional collaboration across client service, operations, and leadership teams
• Engage in mentorship and peer support opportunities to enhance team knowledge and cohesion

• Comply with all regulatory agency rules and company policies and procedures
• Maintain required licensing and registration

Required:

• 5+ years of business experience in financial, accounting, or related fields
• CFP® Certification (or completed within the first year of employment)
• Strong understanding of investments and ability to provide confident, evidence-based financial advice
• Exceptional communication, organizational, and time-management skills
• Proficiency with software including client management systems, Microsoft Office Suite, Morningstar, and scanning tools
• Ability to identify and cultivate relationships with clients, businesses, and strategic partners
• Successful completion of background check and pre-employment assessments
• Problem-solving under complex situations
• Adaptability in a fast-paced environment
• Professional demeanor and discretion

Preferred / Nice-to-Have:

• Experience with high-net-worth clients

Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering a unique group of people to Live a Life of Abundance®. We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life’s milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships and personal growth, with its clients at the core, this is the company for you.

Our ideal Gilbert & Cook team member is:

• In Service to Others- An aspiration to make a positive difference in the lives of the individuals and families that we serve.
• Inspired an Abundance Mindset-Provides and inspires prosperity and an excess of what it is that our clients value.
• Exemplifies…