Financial Advisor

About Ascend

At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It's time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you're a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and comprehensive resources

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives.

Founded in January 2023, Ascend attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend , where your career soars without sacrificing your quality of life.

About Saltmarsh

Saltmarsh is a client-focused RIA managing approximately $350 million in assets for individuals and families. Our team of experienced professionals delivers comprehensive wealth management services including investment management, financial planning, estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard, transparent fee structure, and commitment to long-term client relationships.

We are seeking a dynamic Financial Advisor to join our growing firm. This role combines client relationship management, business development, and investment advisory services in a collaborative, client-focused environment. The ideal candidate will have strong investment management skills, proven sales capabilities, and a passion for helping clients achieve their financial goals through comprehensive wealth management and planning strategies.

Key Responsibilities will include :

Client Relationship Management

• Building and maintaining long-term relationships with high-net-worth individuals and families.
• Conducting regular client reviews, assessing changing financial circumstances, and ensuring ongoing satisfaction with advisory services.
• Serving as the primary point of contact for assigned client relationships and coordinating with internal teams to deliver comprehensive wealth management solutions.

Business Development & Prospecting

Investment Advisory Services

Compliance & Documentation

Team Collaboration

The ideal candidate will have :

What We Offer

Saltmarsh invests in their employees' growth, development, and work-life balance by offering :

This position also offers an incentive structure which includes performance-based bonuses tied to asset growth, client retention, and business development metrics

Location

Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.

Apply now and let's build something amazing together!

How to Apply

Submit your information in the application section directly below! This will include :

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at olivia.riley@ascendtogether.com.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity / expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

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