Serve as a primary advisor to existing clients, delivering thoughtful financial planning and investment guidance
Build and deepen client relationships through consistent, high-quality communication
Contribute to business development efforts and organically grow client assets
Collaborate with internal team members to deliver a seamless client experience
Follow established processes while adapting to client-specific needs
Qualifications
Experience in financial advising, wealth management, or a related client-facing role
Strong interpersonal and communication skills with a service-oriented mindset
Detail-oriented with strong organizational and follow-through capabilities
Working knowledge of financial planning concepts and investment strategies (Series 7 and Series 66 required; CFP® or progress toward designation preferred)
Demonstrated ability or desire to develop client relationships and grow a book of business
What We Offer
Immediate opportunity to work with an established client base
A collaborative, team-supported environment
Clear career progression with the ability to build and own your business
A culture focused on serving clients with excellence and integrity
Compensation is competitive and will be tailored based on experience, existing client relationships, and overall fit. The role includes a combination of base salary, performance-based incentives, and a qualifying path to equity participation.