Financial Advisor

Company DescriptionCary Stamp & Co, Principled Wealth Advisors, is committed to guiding clients in achieving true wealth across all phases of life. With a foundation in the CFP® (CERTIFIED FINANCIAL PLANNER™) principles, the firm specializes in providing tailored, holistic financial planning and wealth management solutions. Collaborating closely with clients, their attorneys, and accountants, the firm ensures alignment with individual goals, investment objectives, and risk tolerance. Licensed across multiple states, Cary Stamp & Co is headquartered in Jupiter, Florida, and prides itself on its dedication to professionalism and client-first advisory.Role DescriptionThis is a full-time, on-site Financial Advisor role located in Jupiter, FL or Traverse City, Mi. The Financial Advisor will support clients in assessing their financial goals and developing personalized strategies for achieving them. The responsibilities include creating comprehensive financial plans, delivering investment and retirement planning advice, conducting market analysis, and maintaining client relationships. Collaboration with legal and tax professionals may also be required to align solutions with client-specific needs.QualificationsProficiency in Financial Planning and Financial Advisory servicesKnowledge of Investments and Retirement Planning strategiesExperience and expertise in Finance-related mattersStrong analytical and communication skills to deliver personalized, client-focused solutionsCFP® designation or progress toward certification is highly desirableBachelor’s degree in Finance, Accounting, or a related fieldAbility to work collaboratively with clients and professionals in legal and tax fieldsFamiliarity with regulatory requirements and investment advisory compliance