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
