Financial Planner & Client Advisor

Purpose of the RoleThe Client Advisor is the primary relationship manager for assigned clients, responsible for delivering exceptional financial planning, executing Tailored Wealth’s service model, and helping clients achieve their long-term goals. This role is central to our mission of helping business leaders optimize their wealth and live the lives they desire. Company DescriptionClient‑first, planning‑led firm focused on delivering comprehensive, personalized financial advice across taxes, equity compensation, retirement, cash flow, and long‑term independenceHigh‑touch service model where advisors act as trusted partners and primary relationship managers for assigned clientsNo cold prospecting culture — advisors work with firm‑provided clients and grow through trust, service, and referrals rather than sales pressureCollaborative, growth‑oriented team environment that values strong processes, shared accountability, and continuous improvementFiduciary mindset and operational excellence, with a strong emphasis on consistency, compliance, and delivering an exceptional client experienceAbout The RoleTailored Wealth is seeking a Financial Planner / Client Advisor to serve as the primary advisor for firm‑provided clients. This role is ideal for an advisor who enjoys deep financial planning, long‑term client relationships, and delivering a high‑touch client experience.No cold calling. No book of business required. Growth comes from excellent service and referrals—not prospecting.What You’ll DoDeliver comprehensive financial planning across tax strategy, retirement, cash flow, investments, and risk managementLead client meetings and provide clear, actionable adviceServe as the main point of contact for assigned clients, ensuring proactive communication and follow‑throughIdentify planning opportunities, asset consolidation, and referral opportunitiesCollaborate with internal teams to support account management and service executionWhat We’re Looking ForExperience in financial planning, wealth management, or advisory servicesStrong client communication and relationship‑building skillsSolid knowledge of retirement planning, tax strategy, and investmentsOrganized, detail‑oriented, and comfortable with CRM and planning toolsCFP® preferred or willingness to pursueExperience with business owners or high‑income clients is a plusWhy Tailored WealthPlanning‑first, relationship‑driven firmFirm‑provided clients — no prospecting pressureCollaborative team and strong operational supportFocus on long‑term client outcomes and advisor growthIf you’re passionate about helping clients make smart financial decisions—and want to focus on planning instead of sales—we’d love to hear from you.Compensation $120k-$160kAdditional Job Application TermsThis job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.