Financial Advisor – Woman-Owned, Planning-Based Firm

Are you a detail-oriented, client-focused financial professional looking to join a growing firm? We provide comprehensive, planning-based advice that goes beyond portfolio management—empowering clients to take control of their financial futures.

About the Role

As a Financial Advisor, you’ll work closely with clients, providing education, personalized guidance, and investment management. You’ll be part of a collaborative, women-run team passionate about building strong relationships and delivering holistic financial solutions.

We know that our employee experience directly impacts client experience. We truly care that our employees are happy and settled in order to provide the highest level of service to our client base. This means that we value flexibility, work/life balance, mental health, diversity, empathy and team culture.

Key Responsibilities

Assist clients with financial questions on benefits, tax treatment, retirement plans, and more.
Develop deep client relationships, track key details, and ensure timely follow-ups.
Build and update financial plans and research advanced estate strategies
Research funds, assist with portfolio construction and execute trades.
Research and present retirement plan options for small businesses.
Lead educational webinars and help organize client appreciation events.
Stay informed on financial regulations, ERISA guidelines, and compliance updates.
Contribute to social media content and marketing materials.
Opportunity to build personal business and contribute to firm growth.

Qualifications

Bachelor's Degree
SIE, Series 7 & 66, Life/Health Insurance Licenses

Competencies

Strong communication skills and high emotional intelligence
Ability to simplify complex topics for clients
Detail-oriented, self-motivated, and a thoughtful listener
Accountable – always take 100% ownership for all outcomes
Open to feedback and ideas. Ability to react calmly to constructive feedback
Must work well individually and as a team member
Reliable and on-time

Compensation & Benefits

Base salary + generous payout for personal business
Employer-sponsored retirement plan after 1 year
Potential sponsorship for additional certifications (e.g., CFP)
Potential for equity in the business for the right candidate

If you're passionate about financial planning and want to be part of a firm that values relationships, education, and client empowerment, we’d love to hear from you!

Job Type: Full-time

Pay: From $75,000.00 per year

Cascade Guided Wealth

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