Wealth Advisor, CFP® Professional - Position Summary

We are seeking a passionate Wealth Advisor to join our growing team. In this role, you will manage client relationships, lead key projects, and contribute to the firm's growth. This is an opportunity to work closely with clients, helping them achieve their financial goals through personalized, comprehensive planning. The ideal candidate will have strong client relationship management skills, a deep understanding of financial planning, and a commitment to our team-oriented culture.

We're looking for someone who is passionate about diving deep into financial planning, engaging with clients in meaningful ways, and contributing to a collaborative team environment. Here, success is driven by dedication, expertise, and a genuine commitment to making a difference in our clients' financial lives.

What You Will Get to Do

• Client Relationship Management: Lead and manage relationships with new and existing clients. Effectively communicate the value of our financial planning services.
• Financial Planning: Create comprehensive financial plans based on clients' goals, objectives, and unique circumstances. Collaborate with planners to develop and implement planning strategies.
• Investments: Develop personalized investment policy statements. Collaborate with the investment team to structure investments to meet clients' goals and provide ongoing portfolio reviews.
• Tax Planning: Review quarterly and annual tax planning opportunities with CPAs and planning associates.
• Research and Advice: Conduct research and deliver advice on estate planning, investments, and Social Security based on client needs.
• Business Development: Attend client events, network with Centers of Influence, and contribute to strategic firm initiatives.

What We Seek in a Candidate

• Bachelor's degree and CFP® certification required.
• Minimum of five years of financial planning experience, with demonstrated leadership and client relationship management capabilities.
• Proficient in describing financial planning concepts, scenario analysis, and Monte Carlo analysis to clients.
• Proficient in reviewing and explaining tax information and projections, as well as recommending and developing alternative scenarios.
• CPA license or prior experience with income tax planning and analysis is a major plus.
• Ambitious, self-directed, and capable of effectively managing both individual responsibilities and collaborative work with others.
• Highly proficient in financial planning and business software, including MoneyGuidePro and Salesforce.
• Organized, with strong attention to detail and high ethical standards.
• Open-minded, with a strong work ethic and a collaborative, creative approach to problem-solving.
• High level of integrity and a passion for the wealth management profession.

Compensation and Benefits

• Salary: Competitive, based on experience and skills, plus incentive pay.
• Benefits: Comprehensive package including fully paid medical benefits, unlimited personal time off, and a company 401(k) and profit-sharing plan.
• Professional Development: Tuition and professional certification expense reimbursement, as well as professional association membership dues.

Applicants must be able to successfully complete a background check in accordance with applicable law. Current or previously registered Investment Adviser Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history.