Advisor PositionOur client, a national RIA firm, is looking to add an Advisor to the team. In this seat, the Advisor will own the day to day execution, priorities, and overall coordination of their client service team. This role blends planning, portfolio oversight, and team leadership, with responsibility for supporting the onboarding, implementation, and long term retention of client relationships.Your RoleServes as a primary point of contact for client communication; partners closely with the Lead Advisor to ensure responses are timely, thoughtful, and completeEvaluates client portfolios and delivers recommendations in coordination with the broader team; proactively identifies both strategic and tactical planning opportunitiesPrepares and delivers core client materials including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom AnalysisSynthesizes client data and develops actionable planning strategies across investments, tax, and broader wealth planningPerforms ad hoc analysis on more complex topics such as tax loss harvesting, equity compensation, wealth transfer strategies, and risk managementMaintains accurate and up to date records, including cost basis and position level detail within portfolio systemsReviews, approves, and provides direction on trades and portfolio rebalancing activityParticipates in and helps lead client meetings; ensures follow through on all post meeting action items alongside AnalystsCoordinates with internal specialists across Investments, Tax, and Estate Planning to deliver a comprehensive client experienceTakes initiative on team and firm level projects; steps into leadership responsibilities as neededCoaches and supports junior team members on more nuanced planning concepts and service deliveryMaintains and updates the Wealth Management Scorecard, ensuring all planning elements are current and accurately reflectedBuilds meeting agendas, aligns on strategy with the Lead Advisor, and determines how best to present recommendationsOversees execution of client implementation items to ensure accuracy and timelinessCommunicates planning recommendations clearly and effectively, both internally and in client settingsPartners with Associate Advisors to execute time sensitive requests such as trades, wires, and journals within defined timelinesYour Experience4+ years within financial planning, wealth management, or a related environmentUndergraduate degree requiredCFP, CPA, CFA, or JD designation requiredWorking proficiency in Microsoft Office; ability to ramp quickly on internal systemsStrong organizational discipline with the ability to manage multiple client relationships and competing prioritiesSkills & AttributesConsistent attention to detail and strong execution habitsClear, confident communicator both written and verbalCollaborative, team oriented mindset with strong interpersonal instinctsAbility to build trust and credibility quickly with clientsSelf directed with a high level of ownership over work product and outcomesHigh integrity, sound judgment, and professional maturityStrong analytical thinking and problem solving abilityComfortable operating in a fast moving, evolving environmentCompensation, Benefits & Ownership OpportunityBase Salary: $85,000 – $135,000Variable Compensation: Discretionary year end profit sharingEquity: Restricted equity units granted at hire, with a defined path toward Partner level participationAdditional Benefits:Fully covered medical, dental, and vision for employees401(k) with 100% match up to 3%Broad based equity participation across the firmWork EnvironmentThis is a full time, in office role with flexibility built in.
The firm operates within a collaborative, team first environment with a strong emphasis on client outcomes and long term professional growth.