What you'll actually doYou'll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office admin role. You'll be in the room, in the conversation, and deeply involved in client outcomes.
- Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why)
- Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data
- Serve as a second set of eyes on every plan (because two reviews are always better than one, and our clients deserve that level of care)
- Participate in our Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate
- Over time, manage some client relationships
- Support annual strategy meeting prep, client follow-ups, and pre-meeting data confirmation
- Serve as backup for trade execution, including rebalancing and cash management requests
RequirementsWhat we're looking forMust-haves:- Active Series 7 and Series 66 (or equivalent)
- 7+ years of experience in financial services. You know how this industry works and you've seen enough market cycles to stay calm when clients get nervous.
- The kind of detail orientation where you notice when something is off in a plan before anyone else does. If you're the person your friends call "a lot" because you triple-check dinner reservations, you might be our person.
- A genuine interest in the work, the firm, and the team. We want someone who shows up curious, asks good questions, and actually wants to know how we do things and why.
- A positive attitude. We believe that attitude is everything.
Nice-to-haves:- eMoney experience
- CFP or other professional credentials
- Background at Fidelity, Vanguard, or a similar firm where you learned the business well
- Familiarity with Raymond James systems
Is this the right fit?This is a career service advisor role. The long-term opportunity here is leading our Investment Management Committee and managing a significant client relationship load; not building your own practice or prospecting your way to partnership. If you've made peace with that and you're genuinely excited by it, you'll thrive here. If you're still figuring out whether you want to go independent someday, this probably isn't your next step.
Benefits- What you get
- Base salary: $96,000 - $110,000 (depending on experience)
- Performance bonus: team-based, paid quarterly and annually (eligible after 90-day probationary period)
- 10 floating remote days per year (contractor at the house? Doctor's appointment? Work from home.)
- Paid time off
- Flexible lunch policy (we're all adults here)
- Investment Management Committee participation from day one, with the opportunity to eventually lead it
- Direct mentorship from Jay Wheeler in a behavioral finance practice that's genuinely differentiated from the rest of the industry
- A clear path to managing meaningful client relationships
A note on benefits: We don't offer employer-sponsored health insurance. Our salary range was built with that in mind, and when you factor in the bonus potential, total compensation is competitive with roles that do include benefits. We're happy to walk through the full picture.
How to applyApply through this posting. Please don't call the office or send hard-copy resumes.
Our process moves quickly but deliberately: a phone interview, two assessments (a personality evaluation and a skills test), and then a conversation with Jay and Chris. We'd rather take the time to find the right person than rush it.
