Make an Impact

We are an independent, stable, and fast-growing financial services firm seeking an experienced Financial Advisor or a motivated individual on the path to obtaining their Financial Advisor credentials. Our firm prides itself on providing top-tier service and coordinated financial advice to clients, and we are looking for dedicated professionals to join our team and help us grow.

This is more than a full-time position, it takes having your head in the game and thinking about “what else?” around the clock and an entrepreneurial mindset. As we grow, we’re looking for someone to be the glue — connecting conversations to actions, tracking follow-ups, and keeping everyone informed and aligned. You’ll be the go-to person for workflow follow-through, status updates, and making sure nothing falls through the cracks.

What You’ll Do:

• Capture and confirm task handoffs from advisors and staff — in real-time

• Maintain a master task log and update statuses as progress is made

• Communicate progress updates across the team — verbally and via shared dashboards or summaries

• Document meeting action items and debrief with advisors

• Create and update client folders, forms, and CRM entries

• Monitor key timelines (e.g., forms sent, transfers received, accounts opened)

• Bring visibility to “wins” and completions across the office — be the “order up” communicator

• Spot bottlenecks and gently prompt completion or hand-off as needed

• Support receptionist during peak client times or lunch breaks as backup

• And with over a handful of supported operations running out of our headquarters - there’s always more!

This is a full-time on-site role as a Financial Advisor. You will play a key role in managing and expanding our practice while delivering a high level of coordinated, client-focused advice. You will use advanced wealth management techniques across investments, insurance, taxes, and trust & estate planning to help clients achieve their financial goals. You’ll be responsible for strategizing and implementing comprehensive financial plans, including but not limited to:

• Health Insurance Concepts

• Financial Planning & Portfolio Management

• Income Planning & Tax Minimization Strategies

• Estate Planning & Social Security Planning

• Pension Plan Options, Insurance, and more

In this role, you will work closely with clients, providing personalized advice and developing relationships that address their specific needs. We operate under fiduciary standards and take great care in ensuring each client’s needs are met with attention to detail and integrity.

Key Responsibilities:

• Provide advanced wealth management advice and strategies to clients

• Develop and implement comprehensive financial plans and investment strategies

• Coordinate planning for clients’ goals across investments, taxes, retirement, and estate planning

• Uphold fiduciary standards and provide exceptional service

• Build and maintain long-term client relationships by delivering expert financial guidance.

• Level-10 character & integrity, desire to serve others… possessing intangibles such as caring, positive attitude extraordinaire, habitual winner/problem solver.

• Previous experience as a Financial Advisor, or in the Financial Services/Banking Industry.

• Actively pursuing or on track to obtain relevant financial certifications (e.g., Life & Health Licensing, Series 65, CFP etc.)

• Strong knowledge of financial concepts, wealth management strategies, tax planning, estate planning, and insurance

• Excellent communication skills with a passion for client service and relationship-building

• Strong analytical and problem-solving abilities

• Ability to manage a growing client base while providing personalized advice

• Competitive salary with performance-based incentives

• Health insurance, vacation, retirement savings options
  A dynamic, fast-growing environment with opportunities for professional development

• Comprehensive training and support to help you grow as an advisor

• A team-oriented culture where collaboration and integrity are at the forefront

• The chance to make a meaningful impact on clients' financial success

If you are passionate about financial planning, dedicated to helping clients achieve their goals, and eager to grow within a supportive and dynamic team, we would love to hear from you!