Financial Advisor

About UsBella Advisors is a growing wealth management firm dedicated to helping clients retire with confidence, clarity, and purpose. With a strong pipeline of new clients, we are building a firm designed to scale with the right people in the right seats.We are looking for a Client Service Advisor with a series 65 License who thrives in a fast-paced, client-focused environment and wants to be part of something bigger than just a job.The RoleThis is a high-impact advisory role focused on delivering an exceptional client experience while supporting and eventually leading client relationships.You will work directly with firm leadership, preparing cases, participating in client meetings, and gradually taking ownership of client relationships over time.What You’ll DoClient Reviews & MeetingsPrepare and participate in client review meetingsPresent planning recommendations clearly and confidentlyHelp guide clients through retirement, tax, and income strategiesCase PreparationAnalyze client financials, tax returns, and portfoliosUtilize tools like Holistaplan to identify planning opportunities (Roth conversions, tax strategies, etc.)Build and organize meeting prep materialsClient ServiceServe as a key point of contact for client needs and requestsEnsure timely follow-up and execution of action itemsDeliver a high-touch, proactive client experienceRelationship GrowthIdentify opportunities to deepen client relationshipsSupport retention and long-term client satisfactionParticipate in a structured path toward managing client relationshipsWhat Success Looks LikeClients feel confident, cared for, and well-advisedMeetings are well-prepared, efficient, and impactfulFollow-through is consistent and reliableYou grow into owning and managing client relationships over timeWhat We’re Looking ForCFP® designation required2–5+ years of experience in wealth management or financial planningStrong communication and presentation skillsDetail-oriented with the ability to prepare high-quality client workPositive, solutions-oriented mindsetDesire to grow into a larger advisory roleCompensation & GrowthCompetitive base salary ($65k+ depending on experience)Performance-based bonuses could increase comp to 90K+Clear path to increased responsibility and compensation tied to client relationship ownership and growthWhy BellaDirect mentorship from firm leadershipClear growth path to Lead AdvisorOpportunity to take ownership of client relationshipsA firm culture focused on solutions, accountability, and growthTo ApplySubmit your resume and a brief note on why you’re interested in joining Bella Advisors.