The ideal candidate will look to make a meaningful impact on a team guiding high-net worth women through life’s most important financial transitions, including divorce and the loss of a spouse. An values focused firm, they provide lasting guidance and empower clients to become confident in their financial futures. The firm culture is grounded in integrity, people, results, compassion and forward thinking. If you are motivated to service existing clients, develop new business and build a client base while delivering thoughtful, comprehensive financial planning this is an opportunity to support your growth.
Responsibilities:
Own the prospect process from initial contact through close, client onboarding and discovery to achieve agreed-upon production goals. Create and post “Plain-English Story” marketing and client education content on a consistent cadence, within firm compliance review and recordkeeping requirements. Maintain accurate, timely records in firm systems and use AI tools and agents daily at a proficient level to support workflows, data management and drafting. Deliver comprehensive, fee-based financial planning and ongoing wealth management, including retirement, tax-aware strategies, estate coordination, investments, risk management and major life transitions. Ask for referrals from existing clients and develop center of influence relationships for a steady flow of qualified introductions and leads. Thrive in a remote, evolving environment, take ownership of outcomes, contribute to firm-wide planning, ensemble team meetings and continuous improvement to help improve processes as the firm grows.
Requirements:- Bachelor's degree degree in finance, accounting, business or equivalent education and experience
- Active Series 65 or 66 or an accepted Investment Adviser Representative designation in lieu of the examination
- Demonstrated ability to originate and close new client relationships
- Strong financial analysis, communication, relationship building and problem-solving skills
- Fee-based or fee-only advisory experience preferred; experience supporting clients through divorce, widowhood or other major financial transitions is preferredCFP preferred; other relevant designations valued
- Clean regulatory record and ability to pass background review
Comfortable with technology and open to learning new tools. Experience with SalesForce, MS Office, Jump AI, Zapier, Rhythm Systems and Greenboard a plus.
Benefits & Compensation:- Competitive base salary determined by autonomy level
- Performance based variable compensation and production payout
- Fully remote with occasional travel and in-person collaboration as needed
