Financial Advisor - Remote

Overview

This position offers an exciting opportunity to serve as a lead advisor, providing comprehensive wealth planning services to a discerning client base of highly educated professionals.

In Short

• Act as the primary financial advisor for a client portfolio composed mainly of highly educated professionals.
• Deliver comprehensive financial planning services, including tax, retirement, estate, and student loan planning.
• Maintain extensive, ongoing client contact to build strong, trust-based relationships.
• Collaborate closely with the founding partner and team members to align client strategies and firm growth objectives.
• Contribute to the firm’s development by actively participating in strategic discussions and client acquisition efforts.
• Support a culture of continuous learning and professional development.

Requirements

• Experience in financial advising.
• Strong knowledge of tax, retirement, estate, and student loan planning.
• Excellent relationship management skills.
• Ability to work collaboratively in a team environment.
• Commitment to continuous learning and professional growth.

Benefits

• Collegial culture.
• Clear pathways for growth and equity ownership.
• Opportunity to make a significant impact in clients' lives.