Financial Advisor

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

HYBRID work schedule.

Transition from corporate giants to a client-centric culture. This isn't just a job—it's your gateway to a thriving community of collaboration and success.

Some Responsibilities of a Financial Advisor:

• Offer financial planning and investment advice to clients.
• Develop tailored investment strategies and offer financial guidance.
• Manage assigned clients, ensuring top-notch service and ongoing support.
• Engage in direct, daily interactions with clients and team.
• Thrive in a team-based environment, catering to sophisticated clients.
• 4+ years of finance services (wealth management) experience.
• CFP designation required.
• Bachelor's degree in finance, economics, or related field.
• Series 65 license or willingness to obtain within first 90 days.
• Proficient in Money Guide Pro, Fidelity’s WealthScape, Schwab’s Advisor Center.
• Skillful at retaining and growing client base.
• Actively perform portfolio reviews and updates.
• Profound understanding of investments and market trends.
• Strong communication and interpersonal abilities.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.