Our client is a growing, mission-driven wealth management firm focused on helping individuals and retirement plan participants build confident financial futures. With a team-based approach and a strong commitment to professional growth, they combine education, planning, and client service to deliver outstanding results. Due to continued growth, they are seeking a Financial Advisor to support their advisory team and contribute to the firm’s long-term success.

Key Responsibilities:

Client Engagement & Advisory Support:

Act as a trusted resource to both clients and senior advisors by preparing for and participating in client meetings, capturing key insights, and ensuring timely follow-up
Contribute to the development of personalized financial plans and investment strategies that align with individual client goals
Help maintain ongoing client relationships by monitoring portfolios and providing consistent, high-touch service

Retirement Plan Education:

Support educational initiatives for retirement plan participants, helping them understand their options and build confidence in their financial future
Present complex financial concepts in a relatable, easy-to-digest manner—whether in small groups or one-on-one settings

What Sets You Apart:

Passionate about exceeding client expectations
Strong attention to detail and accountability
“Hospitality-first” mindset with high standards for service and integrity
Self-starter eager to learn and grow within a fast-paced, team-oriented culture

Requirements:

Education: Bachelor’s degree in Finance, Economics, or a related field
Experience: 2+ years in financial services, wealth management, or related field
Tech Skills: Proficient in Microsoft Excel, PowerPoint, and CRM tools - Salesforce Preferred

Total Rewards Package:

Competitive base salary
Bonus eligibility
Comprehensive benefits package (health, dental, vision)
401(k) with company match
Ongoing training, mentorship, and career development support

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