Financial Advisor

📋 Description

• Serve as primary advisor, leading discovery, planning, and ongoing relationship management.
• Build long-term client relationships through trust, credibility, and consistent high-quality advice.
• Guide clients through complex financial decisions with sound judgment.
• Deliver comprehensive financial planning using Allworth 7 Personal Decision Points framework.
• Partner with Wealth Planning Team and Associate Advisors to develop and present customized financial plans.
• Lead by example with strong in-office presence and culture.

🎯 Requirements

• CFP® or ChFC® designation required.
• Must obtain Series 65 or 66 (Series 7/Insurance not required).
• Minimum five years of client-facing wealth management experience.
• Ability to work independently while collaborating with a team.
• Strong leadership and mentoring abilities.
• High emotional intelligence, professionalism, and discretion.

🎁 Benefits

• Medical, dental, and vision insurance options.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401K contributions.
• Equity Purchase Program and growth opportunities.