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- Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
- Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
- Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
- Manage client account paperwork, onboarding, and ongoing service requests.
- Maintain CRM and portfolio management systems with accurate client information.
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- 1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered
- Progress toward or willingness to pursue CFP® certification
- Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software
- Strong written and verbal communication skills
- Preferred (Not Required)
- CFP® certification or active progress toward it
- SIE, Series 7 & 66, certification or active progress toward it
- Comprehensive health, dental, life, and short and long term disability insurance
- 401(k) with company match
- Generous paid time off
- Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66
- Direct mentorship from senior advisors, with a clear path to expanded client responsibility
- Competitive base salary plus performance based incentive compensation
- A small, collaborative firm environment with direct access to leadership and a real seat at the table
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