Qualifications

• CFP certification and clean U4 are mandatory; recent certifies welcome.
• 2-5 years of client service or advisor support experience required.
• Strong aspiration to become a Lead Advisor and open to feedback.
• Bachelor's degree in Finance, Accounting, Economics, or related field needed.
• Knowledge in financial planning, investment strategies, and software proficiency required.
• Ability to communicate complex financial topics clearly and with emotional intelligence.

Responsibilities

• Develop a clientele by leveraging the firm's marketing and referral network.
• Provide personalized financial advice to clients transitioning into retirement.
• Manage client relationships and deliver a high standard of service.
• Engage in continuous learning through mentorship and training programs.
• Collaborate with dedicated support staff as client base grows.

Benefits

• Employer-funded 3% annual Safe Harbor contribution to 401(k) plan.
• Immediate vesting on 401(k) contributions after 3 months of employment.
• Flexible hybrid or in-office work arrangements based on needs.