Financial Advisor

Who We Are At Wealth Financial Services & Tax Advisory (WFSTA) , we believe financial planning is about building lasting relationships, not just managing investments . Our approach is centered around trust, integrity, and a deep understanding of our clients’ goals . We are independent fiduciary advisors, meaning we always put our clients’ best interests first— no sales quotas, no corporate agendas, just expert financial guidance. The Opportunity We’re looking for a Financial Advisor who thrives on developing strong client relationships, providing strategic financial advice, and delivering peace of mind . If you have a consultative mindset and enjoy helping people navigate wealth management, tax strategies, and retirement planning, we’d love to meet you. What Makes This Role Unique? Client-first approach — We prioritize long-term trust over short-term transactions. Independent fiduciary model — No proprietary products, just unbiased advice. Growth-oriented environment — Continuous learning and career development are key. Collaborative culture — Work with a team that values integrity, knowledge-sharing, and client success. What You’ll Do 1. Build & Strengthen Client Relationships Act as a trusted financial partner , guiding clients through key financial decisions. Develop personalized financial strategies that align with clients’ goals, values, and life changes. Conduct one-on-one strategy sessions , ensuring clients are confident in their financial roadmap. Be proactive in relationship-building , staying in touch and anticipating client needs. 2. Provide Expert Financial Planning & Investment Guidance Design comprehensive financial plans , integrating investment management, tax strategies, estate planning, and retirement solutions . Educate clients on investment options, risks, and opportunities , helping them make informed decisions. Stay ahead of market trends, regulations, and emerging financial strategies to provide top-tier advice. 3. Enhance the Client Experience Deliver a seamless onboarding experience , ensuring new clients feel valued from day one. Maintain a high-touch, client-focused approach , providing timely responses and proactive check-ins. Partner with our internal team and external partners to ensure clients receive holistic financial solutions. 4. Maintain Compliance & Professional Excellence Ensure all strategies adhere to industry regulations and fiduciary best practices . Keep up with ongoing licensing requirements, market developments, and best practices . Utilize financial planning software and analytics tools to optimize client strategies. 5. Business Development & Growth Identify new client opportunities and expand relationships with existing clients. Represent WFSTA at networking events, educational seminars, and industry conferences . Serve as a thought leader in the financial planning space, reinforcing WFSTA’s reputation as a trusted and innovative firm. Who You Are Proven relationship-builder with a consultative approach to financial advising. 5 years of experience in financial planning, wealth management, or investment advising. Bachelor’s degree in Finance, Economics, Business, or related field ( CFP®, CFA, or CIMA preferred ). Preferred Licenses: Series 7, 65/66, and Life & Health Insurance . Strong ability to educate, influence, and guide clients toward long-term financial success. Somebody who’s organized and proactive , with a commitment to delivering exceptional client service and genuine care for what you do. Skilled in financial planning software, CRM tools, and investment analytics . Why WFSTA?

1. Fiduciary Independence — Work in an environment where clients’ interests always come first.
2. High-Touch Client Relationships — Focus on building trust and long-term partnerships.
3. Collaborative, Growth-Oriented Culture — Learn, share, and grow with a knowledgeable team.
4. Competitive Compensation — Base salary performance incentives designed to reward excellence.
5. Ongoing Learning & Development — Stay ahead with mentorship, training, and career advancement opportunities.