Qualifications Experience:

3-5+ years of experience in financial planning or client-facing wealth management within an RIA, wirehouse, or bank environment.

Education & Credentials:

Active Series 65 license (or Series 7 and 66 combined). Certified Financial Planner (CFP®) designation preferred (or active candidacy near completion).

Technical Skills:

Proficiency with financial planning software (e.g., eMoney, RightCapital), CRM platforms (Redtail, Salesforce), and custodian interfaces (Charles Schwab, Fidelity, etc.).

Key Attributes:

Strong interpersonal skills, technical aptitude in personal finance, and a proactive approach to client outreach and practice growth. Bringing an existing book of business is a plus, but not required.

What We Offer Competitive Compensation:

A stable base salary combined with performance-based bonuses and revenue sharing on self-sourced clients.

Operational & Administrative Support:

Dedicated back-office assistance with client onboarding, paperwork processing, trade execution, and compliance.

Professional Development:

Firm-paid continuing education, conference attendance, and credential maintenance fees.

Career Growth:

Clear opportunities for long-term career advancement within a growing independent RIA.

Benefits:

Health, dental, and vision insurance, 401(k) with match, and paid time off.

Job Types:

Full-time, Permanent Pay:

$85,000.00 - $100,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Life insurance Retirement plan

Work Location:

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