Our team strives to provide an elevated standard of care to individuals, families and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, and passion for making a difference to help them live more meaningful and impactful financial lives.

Our commitment to this mission is defined by three core principles:

Collaborative Approach
Personalized Advice
Lasting Relationships

Company description:

Fields Wealth Management is a boutique wealth management practice managing $1.2 Billion AUM and serving 1200+ clients.

Charla McIntyre Fields and our team at Fields Wealth Management have been recognized for the following:

Forbes Best-in-State Wealth Management Teams, 2024
Inducted into Barron’s Hall of Fame in 2022 (for ranking 10 years on Barron’s Top 100 Advisor lists)
Barron's Top 100 Women Financial Advisors, 2013-2024
Barron’s Top 1,200 Financial Advisors, 2014-2024
Barron’s Top 100 Independent Financial Advisors, 2020, 2023-2024
AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
AdvisorHub Women Advisors to Watch, 2023
Ameriprise Chairman's Advisory Council, 2002-2024
Ameriprise Circle of Success, 2010-2023
Five Star Wealth Manager, 2012-2016, 2018-2024

About the job:

As Relationship Managers, Advisors are responsible to establish, build upon, and maintain trusting long-term relationships.
As Financial Planners, Advisor provides planning expertise based on client needs.
As Behavioral Coaches, Advisors shape client behavior through proactive and reactive outreach, helping them stay focused on their goals.
Be an active part of a collaborative team and share best practices.
Put investors on a path to a successful financial future.
No transferrable AUM required.

Qualifications:Minimum 2 years of experience in comprehensive financial planning.
Series 7 or able to obtain in the first 60 days of employment.
Strong understanding of financial planning concepts.
Proven demonstration of client-facing skills and experience.
Exceptional communication and interpersonal abilities.
Comfortable with industry technology and software applications, experience with Navi Plan a plus.
A positive attitude and a desire to achieve.
Dedication to serving clients.
Clean regulatory history.

Compensation:

Base Salary $65,000- $80,000 DOE

Variable/Performance Compensation:On-target earnings up to $90,000 per year.

Fields Wealth Management

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