Financial Advisor

Trade Street Wealth Advisors is seeking a motivated and relationship-driven Financial Advisor to join our growing team. We are looking for an individual who is eager to take an active role in serving clients, building long-term relationships, and contributing to the continued growth and success of our firm. This opportunity is ideal for an advisor with 5+ years of experience in the financial services industry, or a professional who has obtained — or is actively pursuing — their CFP designation and is ready to grow into a larger advisory role. The position offers meaningful client interaction, leadership opportunities, and the ability to play an integral part in financial planning and investment strategy discussions. A current book of business is not required. We are seeking someone with strong interpersonal skills, a client-first mindset, and a desire to grow within a collaborative team environment. This is an in-office position . Our firm operates as a small, collaborative, fast-paced office , so we value professionals who take initiative, think strategically, and enjoy working closely with a team where everyone contributes. What You’ll Do Serve as a Financial Advisor to clients by helping them develop and implement personalized financial plans and strategies Lead and participate in client meetings to discuss financial planning, retirement planning, and investment strategies Review client accounts and portfolios regularly to ensure alignment with financial goals and objectives Analyze client risk tolerance and recommend appropriate investment strategies Provide fiduciary guidance and act in the best interest of clients at all times Build and maintain long‑term client relationships through proactive communication and trusted advice Identify opportunities to strengthen existing client relationships and contribute to the overall growth of the firm Take initiative in developing new client relationships and supporting business development efforts Demonstrate leadership within the team by contributing ideas, improving processes, and helping strengthen the firm’s client service model What We’re Looking For CFP designation or actively pursuing CFP Series 7 License 5+ years of experience in financial services Strong communication and relationship‑building skills Professional, ethical, and self‑motivated Ability to thrive in a small, fast‑paced team environment Competitive salary + bonuses 401(k) with company match 11 paid national holidays Paid vacation time Schedule Job Type: Full-time (In-office position) If you're looking for an opportunity to grow as a financial advisor, build client relationships, and take on leadership within a growing firm , we’d love to connect. #J-18808-Ljbffr Trade Street Wealth Advisors