Financial Advisor, CFP Professional

Job Description: Serve as the trusted lead advisor for up to approximately 120 HNW client householdsDeliver clear, prioritized financial guidance, leading all client-facing engagementsEnsure every client feels informed, supported, and confident in their financial directionInterpret and refine planning outputs generated within the firm's structured planning systemDeliver prioritized, actionable financial guidance across various financial domainsCommunicate complex strategies in a manner that is clear and meaningful to each clientCollaborate closely with the Financial Planning Associate and Investment Operations AssociateMaintain accountability for overall client experienceParticipate in firm initiatives, process improvements, and team development as appropriateRequirements: Active Series 65/66 or equivalent advisory license3+ years of client-facing financial planning & advisory experienceAll licenses and designations must be valid and in good standingStrong technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentalsDemonstrated ability to manage client relationships independently and with confidenceCFP designation (or actively in progress) preferredExperience working within a team-based or pod advisory model preferredFamiliarity with structured financial planning systems and client engagement cadences preferredTrack record of strong client retention and satisfaction preferredExceptional verbal and written communication skillsHigh emotional intelligence and genuine care for client wellbeingStrong organizational discipline and ability to manage a large, active client bookProactive, ownership-driven mindset with a bias toward follow-throughCollaborative team player who operates effectively within a structured pod modelDiscretion and professionalism in handling sensitive financial and personal client mattersComfortable operating in a high-accountability, results-oriented environmentBenefits: Work from homeMedical, dental, vision, life and voluntary life insurance401(k) with company matchPaid vacation and sick daysPaid holidaysPotential for bonus of up to 20% of base compensation annually, tied to client outcomes and relationship metricsUnlimited upside through AUM-based and insurance revenue participation - compensation scales directly with client outcomes, relationships longevity, and overall firm growth