Overview
Join a collaborative wealth management firm where you can make a meaningful impact on clients and your career. As a Financial Advisor (FA), you’ll partner closely with Senior Financial Advisors to deepen client relationships, support business growth, and deliver high-quality service to an affluent client base. This role is ideal for a licensed professional eager to grow through mentorship in a dynamic practice.

Key Responsibilities

• Support Senior Financial Advisors in managing and growing an established practice

• Build and maintain strong client relationships through proactive, client-focused service

• Assist with business development and prospect identification

• Collaborate on creating and updating financial plans aligned with client goals

• Maintain accurate client records in the firm’s CRM system

• Support client and prospect events as needed

• Partner effectively with internal teams across the firm

Qualifications

• Active Series 66 or Series 63/65 license (or ability to obtain)

• 3+ years of financial services experience preferred

• Strong communication, organization, and relationship-building skills

• Ability to manage multiple priorities in a fast-paced environment

• Experience working collaboratively with advisors and internal partners

• Familiarity with CRM tools

Compensation & Benefits
Competitive compensation and benefits, including 401(k) with match, employee stock purchase plan, paid time off, parental leave, and comprehensive health insurance.