Financial Advisor

Are you an early-to-mid career wealth management professional looking for an opportunity to build a long-term career in financial advising while learning directly from an experienced, high-performing advisory team? This is a unique opportunity to work closely alongside the team's Lead Advisor and "Diamond Team," gaining hands‑on exposure to the full wealth management business. The ideal candidate is curious, career-oriented, collaborative, and eager to learn the business from A to Z. What You'll Do Work alongside an experienced Lead Advisor and support the preparation and execution of client meetings Develop a deep understanding of the financial planning and wealth management process Prepare financial plans, client presentations, investment reviews, and meeting materials Participate in client meetings and gradually take on increased client-facing responsibilities Build and maintain strong, trusted client relationships Collaborate closely with the Retirement team to serve retirement plan participants and identify wealth management opportunities Work assigned retirement plans in tandem with the retirement consulting team Assist with prospect meetings, educational events, referrals, and other business development initiatives Help clients with comprehensive financial planning, investment management, retirement planning, and long‑term financial goals Maintain accurate client and prospect information within the CRM What They're Looking For 2+ years of financial advisory or wealth management experience A genuine interest in building a long-term career in wealth management Naturally curious and eager to learn Highly coachable and excited to learn from experienced advisors Thrives in a team-first, collaborative environment Willing to jump in wherever needed and embraces an "all hands on deck" mentality Strong communication and interpersonal skills Solid understanding of financial planning and investment principles Demonstrated success working with clients Comfortable collaborating with retirement plan professionals and internal teams Strong organizational skills and attention to detail #J-18808-Ljbffr