Financial Advisor

Job Description

Why This Is a Great Opportunity

• Join a 100% employee-owned advisory firm with over a century of service and a strong reputation for client-first culture.
• Work in an environment where your book is your book and your clients are your clients - the firm supports your autonomy and growth.
• Take advantage of best-in-class infrastructure : integrated technology platform, strong operations support, and exceptional onboarding / transition process.
• Firm's approach focuses on the full lifecycle of wealth : accumulation → distribution → legacy, aligning with advisors who deliver holistic planning.
• Competitive compensation and benefits including transition bonuses, profit sharing, employee ownership opportunities, and robust benefits.

Job Description

As a Financial Advisor, you will help high-net worth individuals, families, and business owners navigate their financial lives across all phases, including accumulation, distribution, and legacy planning. You'll develop and manage client relationships, craft customized wealth strategies, partner with specialists (tax, estate, risk), and leverage firm resources to deliver exceptional service.

Key Responsibilities :

Qualifications

Additional Details

Company : Confidential independent, employee-owned wealth management firm serving clients across accumulation, distribution, and legacy stages.

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