Investment Advisor

Investment Advisor - Hybrid & Remote AvailablePosition OverviewWe are seeking a client-focused Investment Advisor to provide comprehensive financial advice, develop tailored investment strategies, and manage client portfolios to meet long-term goals. The ideal candidate will combine strong fiduciary responsibility with clear communication and market expertise to grow and retain relationships across individual and institutional clients. This is W2 position has the flexible option to work onsite, hybrid, or remotely.

Key ResponsibilitiesConduct detailed financial needs assessments and risk profiling for new and existing clients to define investment objectives and time horizons.

Design and implement customized investment strategies and asset allocations aligned with clients goals, risk tolerance, and liquidity needs.

Monitor client portfolios regularly, rebalance holdings as needed, and respond to market events to protect and grow client assets.

Recommend investment products including equities, fixed income, mutual funds, ETFs, and alternative investments while adhering to compliance and suitability standards.

Prepare clear, concise reports and performance reviews; communicate portfolio performance, fees, and strategy adjustments to clients.

Prospect for new clients and expand relationships through referrals, networking, and collaboration with centers of influence.

Coordinate with internal teams and external partners to deliver integrated wealth management solutions.

Maintain up-to-date knowledge of market trends, economic drivers, and regulatory changes to inform investment decisions and client recommendations.

Adhere to fiduciary standards and firm policies, ensure accurate documentation, and complete required compliance training and recordkeeping.

QualificationsBachelors degree in Finance, Economics, Business, or related field; advanced degree or relevant certifications preferred.

Certified Financial Planner (CFP) designation preferred or in progress.

Series 65 license (or holder of equivalent investment advisory licensing).Experience in investment advisory, wealth management, or financial planning with a proven track record of managing client portfolios.

Strong understanding of investment products, portfolio construction, risk management, and asset allocation principles.

Excellent interpersonal and communication skills with the ability to explain complex financial concepts in plain language.

Client-focused attitude with strong ethical standards and commitment to fiduciary responsibility.

Proficiency with portfolio management platforms, financial planning software, and Microsoft Office; experience with CRM systems is a plus.

Ability to work independently and as part of a team in a fast-paced, client-driven environment.