Financial Planning & Analysis Advisor

DUTIES & RESPONSIBILITIES: Drive new client growth through referrals, existing centers of influence, community involvement, professional and alumni networks, and events aligned with your interests. Build and maintain strong, long-term client relationships, serving as a trusted advisor to families and individuals. Deliver comprehensive wealth planning across all aspects of a family's financial well-being, including financial planning and budgeting, holistic balance sheet advice (cash and debt), asset allocation and investments, estate and tax planning, insurance analysis and review, and charitable strategy. Apply strong knowledge of capital markets and asset allocation to guide client decisions. Present confidently and persuasively to prospective clients and win their trust. Collaborate with team members to develop best practices for building and maintaining strong client relationships. Maintain high standards of professionalism, detail, and organization across client and internal work. QUALIFICATIONS~5+ years of experience as a client-facing wealth advisor.~ CFP designation required (exceptional candidates holding a CPA, CFA, or JD may be considered).~ Series 65 required, or obtained within 90 days of hire.~ Bachelor's degree required.~ Demonstrated business development drive and a track record of growing client relationships.~ Polished, confident presence with prospective and high-net-worth clients.~ RIA experience preferred ; candidates from wirehouses, banks, trust companies, and other channels are welcome.~ Experience with financial planning software (MoneyGuide or eMoney).~ Expertise with law firm compensation structures is a strong plus; experience serving physicians or deep insurance knowledge is also valued.~ Team-oriented, high-integrity, curious, and coachable, with excellent written and verbal communication skills.

COMPENSATION & BENEFITS: Base salary of $175,000-$200,000, commensurate with experience, with a compensation model built on a competitive percentage of revenue served as your practice grows, and a likely new business incentive component. Equity participation opportunities may also be available. Benefits include medical, dental, vision, and life insurance for eligible employees and dependents, 401(k) with employer match, short- and long-term disability, education assistance, flexible time off, and 13 paid holidays.