About the opportunity

This role offers the opportunity to join a highly reputable team recognized for delivering comprehensive, client-centric services that integrate financial planning, investment strategy, and tax optimization.

Responsibilities

• Build and manage client relationships while serving as a trusted advisor
  
• Evaluate client goals, financial situations, and risk tolerance to deliver tailored investment and planning solutions
  
• Construct and manage portfolios aligned with client objectives and tax efficiency
  
• Deliver integrated financial advice across planning, wealth management, and tax strategy
  
• Stay current on market developments and economic trends to guide recommendations
  
• Represent the firm through educational seminars and presentations to prospective clients
  

Qualifications & Skills

• 3-5 years of experience in a financial advisory role with a strong record of client success
  
• Series 66 registration and relevant licensing required
  
• Bachelor’s degree in Finance, Economics, or a related discipline
  
• Excellent communication skills, both written and verbal
  
• Demonstrated ability to grow and maintain a client portfolio
  
• CFP® designation preferred or currently in progress
  

What We Offer

• Competitive base salary + bonuses
  
• Support for CFP® certification and ongoing development
  
• Collaborative, ethical, and client-focused work environment
  
• Full benefits package (health, retirement, PTO)
  

How to Apply 

To apply, please submit your CV. We review applications as they are received and encourage individuals of all backgrounds to apply.

Diversity, Equity & Inclusion Commitment

We welcome applications from everyone, regardless of background, identity, or experience. Our commitment to diversity, equity, and inclusion ensures equal opportunity for every candidate and a workplace where your unique perspective drives better client outcomes and innovation.