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NOTE - CFP designation is required for this position.

We are seeking an experienced and client-focused Financial Advisor to join our team. This role involves working with existing clients to refine and update their financial plans, identifying new opportunities, and collaborating with internal teams to provide customized, comprehensive financial solutions. The ideal candidate is a Certified Financial Planner with a consultative approach, a deep understanding of financial planning strategies, and a passion for guiding clients toward their financial goals.

 

Key Responsibilities:

Client Relationship Management:

  • Meet with existing clients to review and update financial plans in alignment with their evolving goals and the current market/economic landscape.
  • Identify and recommend new planning strategies, investment opportunities, and financial solutions within client discussions.
  • Build long-term client relationships, including potential referrals to second-generation clients and prospective clients.

Financial Planning & Strategy:

  • Work closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients.
  • Provide strategic input on financial plans, ensuring they align with the client's timeline, risk tolerance, and financial goals.
  • Synthesize multiple areas of financial planning into a holistic strategy, including:
    • Investment planning
    • Retirement planning & income distribution strategies
    • Estate planning concepts
    • Insurance analysis (life, disability, long-term care)
    • Asset & liability management
    • Tax implications & optimization strategies
    • Education funding & major purchase planning
    • Business planning and succession strategies

Collaboration & Teamwork:

  • Partner with internal financial planners to design and deliver comprehensive financial plans (advisor does not personally build plans but contributes to strategy and execution).
  • Work collaboratively within the firm to enhance client experience and optimize financial outcomes.