Financial Advisor

• Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process
• Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track
• Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials
• Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps
• Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients
• Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines
• Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances
• Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations

• Bachelor's degree in Business and/or Finance and/or Management
• CFP® designation preferred
• 5+ years of experience in wealth management or financial planning
• Strong understanding of financial planning concepts and strategies
• Experience with financial planning software
• Excellent organizational, communication, and follow-through skills

CFP® designation

• Medical, vision, dental, and life and disability insurance
• Enrollment in company 401(k) plan