Our client is seeking an experienced Financial Advisor to join our team. The ideal candidate possesses 5+ years in a client-facing financial advising role.

Responsibilities:

-Provide financial planning, investment advice, and wealth management services to clients.

-Develop and maintain client relationships.

-Collaborate with other team members and professionals, including CPA's, attorneys, etc.

-Ensure compliance by staying up to date with industry and company policies.

Qualifications:

-CFP Preferred, CPA, or CFA is a plus.

-5+ years experience in a client-facing, financial advising role.

-Excellent communication and problem-solving skills.

-Ability to work as a team and independently.

Compensation and Benefits:

-Competitive Salary- commensurate with experience, starting at $120k+, and performance-based incentives.

-Health insurance stipend.

-401k with a match.

-Unlimited PTO.

-Ancillary benefits available pre-tax.

-Desire to come into the office.