Financial Advisor

Financial Advisor (Equity included)

Our client is a rapidly growing fee only RIA looking to add a Financial Advisor due to growth. The firm has $30B+ AUM, over 25+ offices and growing organically. The firm is 100% employee owned and they offer Equity to all Advisors. Equity is a real wealth builder and gives everyone a common goal as Partners to grow the business. They have not and will not do acquisitions/mergers, choosing to maintain their culture of putting clients and their employees first. Client first holistic approach to financial planning.

The firm has an incredible pipeline and very strong referral network. Need help meeting and closing new families/clients. This Advisor must be comfortable in a "growth" position, along with financial planning. Tons of support provided so you can do your job. Clients $1M minimum in assets.

Day to Day

• Manage client relationships and serve as a primary point of contact for financial planning and investment-related needs.
• Develop and present comprehensive wealth management strategies across investments, tax planning, estate planning, risk management, and cash flow.
• Analyze client portfolios, recommend investment strategies, and oversee trades, rebalancing, and implementation.
• Lead client meetings, prepare strategic planning deliverables, and ensure timely execution of follow-up actions.
• Collaborate with Lead Advisors and internal specialists to deliver customized financial solutions aligned with client goals.
• Mentor team members, support complex planning initiatives, and contribute to firm-wide projects and growth.

Qualifications

• 3+ years of experience in financial planning, wealth management, or a related field preferred.
• Undergraduate degree required.
• CFP®, CPA, CFA, or JD designation required.

Position Details & Benefits

• Full-time, in-office, with a lot of work from home flexibility (treat people like adults)
• Competitive base compensation, discretionary profit sharing, equity opportunities, and potential for accelerated Partner advancement.
• Comprehensive benefits, including fully paid medical, dental, and vision coverage, a 401(k) match, generous PTO, paid holidays, professional development support, and wellness benefits.