Financial Advisor

Our Client is seeking an experienced, client-focused Financial Advisor to join our growing team. The ideal candidate has 3-5+ years of experience in wealth management, a proven ability to build and maintain long-term client relationships, and an existing client base that they can bring to the firm . Experience with alternative investments is required. We are looking for someone who is passionate about helping clients build long-term wealth through comprehensive financial planning and sophisticated investment strategies. Responsibilities Develop customized financial plans tailored to each client's goals. Manage investment portfolios and provide ongoing wealth management advice. Recommend appropriate traditional and alternative investment strategies. Build and maintain long-term client relationships through exceptional service. Grow assets under management by servicing existing clients and developing new business opportunities. Educate clients on retirement planning, tax‑efficient investing, estate planning, risk management, and cash flow strategies. Stay current on financial markets, regulatory developments, and investment opportunities. Ensure compliance with all FINRA, SEC, and firm policies. Required Qualifications Minimum 3-5 years of experience as a Financial Advisor or Wealth Advisor. Must have an existing client base and a demonstrated history of developing long-term client relationships. Experience with alternative investments is required, including familiarity with private markets, private credit, real estate, hedge funds, structured products, or similar investment solutions. Strong knowledge of portfolio construction, wealth management, retirement planning, tax strategies, and estate planning. Excellent communication and relationship‑building skills. Series 7 and Series 66 (or equivalent) licenses preferred. Strong ethical standards and commitment to acting in clients' best interests. Preferred Qualifications CFP®, CFA®, or other advanced financial planning credentials are a plus. Experience working with high‑net‑worth individuals, business owners, and entrepreneurs. Strong business development and networking skills. Work Location: In person #J-18808-Ljbffr