Wealth Advisor

Culture On Camera has been exclusively retained to lead a confidential search for a Wealth Advisor on behalf of a fee-only, client-centered financial planning firm committed to providing thoughtful, conflict-free advice. They serve families with meaningful wealth who value clarity, trust, and long-term relationships. The team works collaboratively to deliver comprehensive planning and investment guidance that is grounded in real life, not just spreadsheets.Candidates must have the CFP® certification or actively pursuing it to be considered.The WorkYou'll develop comprehensive financial plans, investment analysis, and client meeting prep to quickly take on client relationships as lead advisor. We're looking for someone who wants to contribute and build on their career, not just "put in time."What You'll DoFinancial plan development, meeting prep, follow-up, and overall relationship managementHost client meetings, take notes, and help execute next steps alongside team membersBuild and maintain financial planning deliverables (retirement projections, tax summaries, estate flowcharts, etc.)Coordinate with custodians, CPAs, attorneys, and other professionalsHelp manage and maintain internal workflows and client service standardsConduct investment research and assist in portfolio implementation through our firm's investment committeeStay abreast of policy changes and planning strategies through our financial planning committeeContribute to improving internal systems, templates, and client experienceHow You'll OperateThis role is in office 5 days per week.CompensationInitial Salary Floor with % Revenue Payout Structure Once Payout Exceeds Floor (Sky is the limit)ConfidentialityThis search is being conducted on a strictly confidential basis. Your information will not be shared with the client without your explicit consent.Requirements5+ years of experience in financial services, preferably in a planning-focused roleBachelor's degree requiredSeries 65 or 66 (preferred)CFP® certification is preferred (or actively pursuing it)Solid understanding of core planning areas: retirement, tax, investments, insurance, estateComfortable with software (we use eMoney, MoneyGuidePro, Holistiplan, Excel, and custodian workstation through Fidelity)Strong communication, writing, and organizational skillsSomeone who likes improving systems and isn't afraid to ask, "Why this way?"Someone who can take lead on client relationships within six months to a yearBenefits401(k) with 5% Safe Harbor company matchHealth benefits