Our client is a rapidly growing boutique wealth management firm seeking an experienced Financial Advisor to join their team.

Responsibilities: 

-Create, deliver, and implement financial plans for clients.

-Answer client questions as their first point of contact.

-Collaborate with other lead advisors on the team regarding financial planning, investment strategies, and allocations.

-Run reports in financial planning software using eMoney and MoneyGuidePro. 

-Analyze client situations, updates, and reviews as it relates to their financial situations.

-Organizes data and documents client questions or concerns. 

Qualifications: 

-Series 7 and 66 or 63/65 Required

-CFP is a plus

-5+ years of experience in financial planning, 2-3 years in a client-facing role

-Team player and hard worker

-Outstanding communication, organizational skills, and strong technical skills.

-Experience with eMoney, MoneyGuidePro, and/or Redtail is a plus

Compensation and Benefits: 

-Base salary commensurate with experience, starting at 100k+, plus bonus

-Full benefits package

-401k

-Great PTO policy

-In-office to start, with hybrid flexibility