A career at SFA | Shoreline Financial Advisors

Considering a career at SFA? We are currently seeking an established financial advisor to join our team.

Job Summary

Salary: Highly competitive and commensurate with AUM
Bonus: Commensurate with new business development and AUM

Ideal candidate:

Shows a desire to work in a dynamic team-oriented and fee-based business model
Has a developed book of business of over $10 million
Embodies excellent communication and organizational skills
Detail-oriented and independent thinker
Strong business and investments acumen
Excellent client-facing and capable of interfacing with HNWs
Clean compliance record

Responsibilities would include:

Convey complex financial planning concepts with MoneyGuidePro
Conduct client investment reviews with Morningstar Office
Trade firm positions in stocks, bonds, mutual funds and ETFs through the Tamarac trading platform
Other responsibilities associated with being part of a small entrepreneurial business

Bachelors degree required. Position reports to the partners of the firm.

Partners are CFAs, CFPs, and CPAs and we expect the firm’s financial advisors to attain a CFP or a CFA. We custody with Schwab Institutional although we can work with other custodians. SFA is a paperless office and highly automated. We offer a friendly, team-oriented environment. We expect hard work but are empathetic to work/life balances.