Financial Advisor

Financial Advisor Responsibilities: Manage a dedicated group of client relationships, serving as a trusted advisor and leading regular client meetings, communications, and ongoing service needs. Develop and deliver comprehensive financial plans by evaluating clients’ financial circumstances, goals, and objectives and recommending appropriate strategies. Build new and existing client relationships by supporting business development, onboarding new clients, and identifying opportunities to expand the firm’s relationships. Collaborate with clients’ CPAs, estate planning attorneys, and other professional advisors to coordinate solutions across financial planning, tax, estate, and investment needs. Serve as a resource and leader within the team by mentoring junior professionals, contributing to specialized areas of expertise, and helping improve internal processes and client service.