Financial Advisor
$130,000 per year
Apply (opens in a new tab)Financial Advisor
Posted 3 days ago
SENIORITY
Senior
SALARY
$130,000 per year
About the role
- Lead Deep Client Relationships
- Serve as the lead advisor and trusted partner for high-net-worth clients and families
- Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance
- Act as the quarterback across all aspects of clients’ financial lives
- Deliver Sophisticated Financial Planning
- Develop and oversee comprehensive financial strategies spanning: Retirement planning
- Investment strategy
- Tax planning
- Estate and legacy planning
- Risk management
- Cash flow and wealth transfer strategies
- Translate complex financial concepts into clear, actionable recommendations
- Provide Investment Guidance
- Partner with the investment team to deliver customized portfolio strategies aligned with client goals and firm philosophy
- Guide clients through market events and evolving financial circumstances with confidence and clarity
- 3-5+ years of lead wealth management or financial planning experience preferred
- CFP® designation strongly preferred (or actively pursuing)
- Experience leading client relationships independently
- Strong expertise in holistic financial planning
- Exceptional interpersonal and communication skills
- Highly organized, proactive, and detail-oriented
- Collaborative mindset with a strong commitment to fiduciary advice
- Bachelor’s degree from an accredited institution
- Base salary starting at $130,000 plus incentive compensation, commensurate with experience
- Comprehensive benefits package including: Fully paid medical coverage (no in-network copays or deductibles)
- Dental and vision insurance
- Life insurance, AD&D, and disability coverage
- Flexible Spending Account (FSA)
- Generous 401(k) match with Traditional and Roth options
- Fully paid parental leave
- Hybrid work flexibility (2 days office / 3 days remote)
- This Role May Be a Great Fit If You: Want to work in a true fee-only fiduciary environment where advice is fully aligned with client interests
- Enjoy building deep, multigenerational client relationships
- Thrive on solving complex financial planning challenges
- Prefer collaboration and long-term client impact over sales-driven culture
- Are seeking a long-term career path with opportunities for leadership and continued professional development
- Value working alongside highly experienced, intellectually curious professionals
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
