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:

  • Desire to work in a dynamic team-oriented fee-based business model
  • A developed book of business over $10 million
  • Excellent communication and organizational skills
  • Detail-oriented 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. We are a paperless office and highly automated. We offer a friendly, team-oriented environment. We expect hard work but are empathetic to work/life balances.