<h1>Financial Advisor | Wealth Management</h1><p><strong>For an experienced advisor who believes good wealth management starts with knowing the client&mdash;and extends well beyond the portfolio.</strong></p><p>We are looking for an experienced <strong>Financial Advisor</strong> to join our wealth management team and serve high-net-worth individuals, families, trusts, and foundations.</p><p>This is a relationship-driven role for an advisor who wants to combine <strong>investment management, financial planning, and thoughtful client advice</strong> with the opportunity to grow lasting relationships and contribute to the continued growth of the firm.</p><p>You&rsquo;ll work alongside experienced investment and wealth management professionals, with the resources and infrastructure of an established firm and the opportunity to have a meaningful voice in the future of the business.</p><h3>What You&rsquo;ll Do</h3><p>As a Financial Advisor, you&rsquo;ll be responsible for understanding what matters to your clients and translating that understanding into thoughtful, long-term wealth management strategies.</p><p>Your work will include:</p><ul data-spread="false"><li>Build and manage trusted relationships with high-net-worth individuals, families, trusts, and foundations.</li><li>Serve as a primary point of contact for clients, providing proactive communication, financial guidance, and ongoing advice.</li><li>Develop comprehensive financial plans that reflect each client's goals, circumstances, risk tolerance, and long-term objectives.</li><li>Manage and monitor investment portfolios and make recommendations informed by fundamental, technical, and macroeconomic analysis.</li><li>Work closely with our investment, operations, and client service teams to ensure recommendations are implemented accurately and efficiently.</li><li>Lead client meetings and portfolio reviews, communicating investment strategies and financial recommendations clearly and thoughtfully.</li><li>Stay informed on financial markets, economic developments, investment products, and regulatory changes and incorporate relevant developments into client advice.</li><li>Develop relationships with prospective clients and professional referral sources and contribute to the firm's growth through referrals, networking, community involvement, and other business development activities.</li><li>Participate in educational seminars, industry events, and professional organizations that strengthen client relationships and expand the firm's presence.</li><li>Maintain accurate client records and documentation while meeting all regulatory, compliance, and fiduciary obligations.</li><li>Share your experience with developing advisors and contribute to a collaborative culture of professional growth.</li></ul><h3>What We&rsquo;re Looking For</h3><p>We're looking for an experienced wealth management professional who is comfortable sitting across the table from a client, understanding the full picture, and providing sound advice.</p><p>You should have:</p><ul data-spread="false"><li>A bachelor's degree from an accredited four-year institution; Finance, Economics, Business, or a related field preferred.</li><li><strong>Series 65 and CFP&reg; certification required.</strong></li><li>5&ndash;7 years of experience in investment management, financial planning, wealth management, or a related advisory role.</li><li>Experience serving high-net-worth individuals, families, trusts, foundations, or institutional clients preferred.</li><li>Strong knowledge of portfolio management, investment products, financial planning, and fiduciary responsibilities.</li><li>Demonstrated ability to develop and maintain long-term client relationships.</li><li>Strong communication skills and the ability to explain complex financial and investment concepts in a clear, thoughtful manner.</li><li>An analytical mindset, sound judgment, and genuine intellectual curiosity.</li><li>The initiative and business acumen to identify opportunities to deepen existing relationships and develop new ones.</li></ul><p>We also value professionals who are still building their advisory careers. <strong>Newly licensed CFP&reg; professionals with strong investment knowledge, initiative, and a demonstrated commitment to the profession are encouraged to apply.</strong></p><h3>The Opportunity</h3><p>Our firm has been serving clients for 20 years&nbsp;and is employee-owned. Our approach is grounded in disciplined investing, long-term thinking, and a commitment to dividend growth investing.</p><p>We're continuing to grow, and this role offers the opportunity to be part of that growth&mdash;not simply as an advisor serving clients, but as a professional helping shape the next chapter of the firm.</p><p>We value advisors who bring expertise to the table, but we also believe that expertise is only part of the job. The strongest client relationships are built through <strong>consistency, good judgment, transparency, and trust earned over time.</strong></p><p>Our culture is straightforward:</p><p><strong>Know Your Stuff.</strong><br><strong>Be Devoted to Excellence.</strong><br><strong>Serve With Integrity and Humility.</strong><br><strong>Be Real and Transparent.</strong></p><p>If you&rsquo;re an experienced advisor looking for a firm where investment expertise, client relationships, and long-term thinking genuinely matter, we&rsquo;d like to hear from you.</p>