NestEgg Advisors is an independent, fee-based financial planning firm seeking a Financial Advisor to join our growing team. This role offers hands-on training, mentorship, and a clear path to becoming a lead advisor. What You'll Do

• Prepare for client review meetings with Senior Financial Advisor
• Participate in client meetings alongside Senior Financial Advisor and gradually take on more responsibility
• Complete necessary follow-up work after client review meetings and assign tasks to Client Services Associates
• Analyze financial situations and develop comprehensive plans covering retirement, investments, tax strategies, insurance, and estate considerations
• Prepare retirement income projections and help clients stay on track toward their goals
• Monitor client portfolios and recommend adjustments as needed
• Assist in portfolio construction, asset allocation, and rebalancing
• Conduct investment research using an open architecture, fee-based platform
• Analyze asset allocation, performance, and rebalancing strategies
• Coordinate with client service associates to implement portfolio changes
• Review tax returns, estate documents, and beneficiary designations
• Coordinate with CPAs and attorneys
• Assist with financial planning workshops and educational seminars
• Support business development initiatives
• Build long-term client relationships in a high-retention environment Qualifications
• Bachelor's degree
• Series 7 and 66 (or equivalent)
• 2+ years of financial planning experience with retail clients
• CFP® designation or clear commitment to obtaining it within two years
• Strong communication and presentation skills
• Detail-oriented and highly organized
• Proficient in Microsoft Word, Excel, and PowerPoint Compensation, Hours, & Benefits
• Competitive base salary (commensurate with experience)
• Full-time, in-office position requiring 40 hours per week
• Company-paid licensing, affiliation fees, and E&O insurance
• Support for CFP coursework and board exam
• Retirement plan with matching employer contributions
• Paid time off and market holidays Why Join NestEgg Advisors?
• No commission-based sales or proprietary products
• Hands-on training and mentorship from experienced advisors
• Collaborative, team-oriented environment
• Established firm with a strong, loyal client base Apply If you're looking for a long-term career in financial planning with real growth potential, we encourage you to apply.

Pay:

From $70,000.00 per year

Benefits:

401(k) Paid time off

Work Location:

In person