Financial Advisor

Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory-Focused Work Move beyond compliance into true client advisory—working with high-income individuals and business owners on planning, strategy, and financial clarity. Modern, Efficient Firm Minimal manual data entry, strong automation, and a best-in-class cloud tech stack so you can focus on analysis, insights, and client value. Remote & Sustainable Fully remote role with no required overtime, a manageable client load, and year-round work that supports real work-life balance. Growth Without Burnout Opportunity to expand responsibilities, influence processes, and grow into client leadership or team oversight—without the grind of a traditional CPA firm. Job Details Our dynamic Accounting + Finance firm is seeking a seasoned Permanent Financial Advisor to join our team. This position is ideal for a professional who possesses a deep understanding of the financial industry, with a particular focus on High Net Worth (HNW) clientele. We are looking for a candidate who is passionate about finance, dedicated to providing exceptional service, and committed to achieving financial success for our clients. With a minimum of 5+ years of experience in the financial industry, the ideal candidate will have a proven track record of managing and growing HNW portfolios. Responsibilities Provide comprehensive financial advice to our HNW clients, helping them make informed decisions about their financial future. Develop, implement, and regularly review and update personalized financial plans for clients based on their financial goals and risk tolerance. Build and maintain strong client relationships through regular contact, providing exceptional service, and demonstrating a deep understanding of their financial situation and goals. Conduct detailed financial analysis to evaluate investment opportunities and risks, and make recommendations based on this analysis. Stay up-to-date with industry trends, financial products, and investment strategies, and use this knowledge to advise clients and grow their portfolios. Collaborate with other professionals, such as tax advisors and lawyers, to develop comprehensive financial strategies for clients. Adhere to all industry regulations and standards, and maintain the highest level of ethical conduct. Qualifications Bachelor’s degree in Finance, Economics, or related field. An MBA or relevant professional certification (such as CFP, CFA, or CPA) is highly desirable. Minimum of 5 years of experience in financial advising, with a focus on HNW clients. Proven track record of managing and growing HNW portfolios. Strong knowledge of financial markets, investment strategies, and financial planning. Exceptional analytical skills, with the ability to evaluate complex financial data and make informed decisions. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and effectively communicate complex financial information. High level of professionalism and integrity, with the ability to maintain client confidentiality and adhere to industry regulations and standards. Proficiency in financial planning software and other relevant technology. Self-motivated and results-driven, with the ability to work independently and as part of a team. Commitment to continuous learning and professional development. Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Jobot is an Equal Opportunity Employer. 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