Financial Advisor

We’re seeking a Financial Advisor who excels in high-touch client relationships, strategic thinking, and long-term business stewardship. This role is ideal for a professional who enjoys sitting across the table from clients, translating complex financial matters into clear strategies, and serving as a trusted advisor over the long haul. If your background includes public accounting, Big 4 consulting, tax, or legal advisory work —and you’re looking to apply that expertise in a client-facing, relationship-driven environment—this is a strong next step. You don’t need to bring a book of business. What You’ll Do Serve as a primary advisor to clients, building long-term relationships grounded in trust, clarity, and proactive guidance Develop comprehensive financial strategies spanning investments, retirement, tax planning, estate considerations, and risk management Deliver thoughtful, tax-efficient recommendations aligned with client goals, life stages, and business interests Advise clients on retirement income planning, pension decisions, and long-term wealth preservation Collaborate closely with CPAs, attorneys, and estate planning professionals to provide fully integrated solutions Support business owners with succession planning and continuity strategies Prepare and present clear, polished financial analyses and client-ready reports Stay current on regulatory requirements and ensure strict adherence to compliance standards Maintain and grow existing client relationships through consistent communication and high-quality service What You Bring Series 65 (or Series 7 + 66) required within 60 days if not already licensed CFP or CFA required within 3 years if not currently held Strong client-facing presence with the ability to communicate confidently and professionally Background in public accounting, tax, legal, or advisory services highly valued A mindset geared toward maintaining and growing an existing book of business, not transactional selling Intellectual curiosity, business maturity, and the ability to earn trust quickly Why This Role Stands Out Opportunity to join a high-performing advisory team with strong mentorship. Ongoing training and certification support. Flexible location with periodic travel for key meetings. Competitive benefits including PTO, paid holidays, medical/dental, disability & life insurance, retirement match, parental leave, profit-sharing bonus, professional development support, volunteer time, and more. #J-18808-Ljbffr PEG Staffing & Recruiting