Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management.
Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.
Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.
Drive business results and acquire new assets, both from the existing client base and new client acquisition.
Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.
Partner with internal tax advisors to provide interdisciplinary expertise to clients.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

Bachelor’s degree.
CFP designation, or working towards it.
5+ years’ experience working in Financial Planning for an RIA or Wealth Management Firm.
The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date.
Ability to integrate financial strategies and investments for clients.
Able to gain and maintain the respect of high-net-worth clients.
Excellent knowledge of financial markets, products, and services.
Ability to juggle multiple projects successfully.
Exceptional attention to detail and skilled problem solver.
Strong listening, communication, organizational, and interpersonal skills.
Proactive, takes initiative, and uses critical thinking to solve problems.
Proven capability to work in a team environment.
Advanced knowledge in Excel with experience in Microsoft Office products.
Knowledge of financial planning software.
Entrepreneurial spirit.

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Wealth Advisor

Key skills