Financial Advisor

Our client is a well-established, independent wealth management firm seeking an experienced and relationship-focused Financial Advisor to join its growing team. This individual will serve as the primary advisor for an established book of clients while playing an important role in delivering comprehensive financial planning, investment guidance, and ongoing relationship management. The ideal candidate is a licensed professional who enjoys building long-term client relationships and thrives in a collaborative, planning-focused environment.Key ResponsibilitiesServe as the primary advisor for an established client base, providing ongoing financial planning, investment guidance, and proactive relationship managementDevelop and implement comprehensive financial plans tailored to each client's goals, including retirement planning, tax strategies, investment allocation, risk management, and estate planning considerationsClearly communicate recommendations and educate clients to help them make informed financial decisionsMeet with prospective clients and help transition new relationships into long-term planning engagementsPartner closely with internal operations and client service teams to ensure a seamless client experience from onboarding through ongoing account maintenanceProactively identify planning opportunities and recommend strategies that enhance client outcomesMaintain detailed client records and document activity within the firm's CRM and financial planning systemsParticipate in business development initiatives, client events, and educational seminars as neededSupport and mentor junior advisors and contribute to the continued growth of the advisory teamQualifications3+ years of experience as a Financial Advisor or Wealth AdvisorDemonstrated success managing client relationships and delivering comprehensive financial planning serviceStrong interpersonal, communication, and consultative skillSolid understanding of retirement planning, investment management, insurance solutions, tax-aware planning, and wealth preservation strategiesSeries 65 (or equivalent) requireCFP designation and insurance licensing are preferredExperience utilizing financial planning software and CRM platformWhat We're Looking ForA client-first, fiduciary mindsetA collaborative professional who enjoys building trusted, long-term relationshipStrong strategic thinking and problem-solving abilitieA proactive communicator who works effectively with both clients and internal team memberSomeone motivated by helping clients achieve their financial goals rather than transactional saleWhat You'll FindThis is an opportunity to join a respected independent wealth management firm that values collaboration, integrity, and exceptional client service. The role offers an established client base, a supportive team environment, opportunities for professional growth, and the ability to make a meaningful impact on both clients and the organization.