Senior Financial Planner / Associate Advisor

I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers.