Our firm is growing, and we’re looking to add an early-career Financial Planner to our team. This role is designed for someone who aspires to become a Lead Advisor (which we refer to as Wealth Manager) and is looking for hands-on planning experience, meaningful client interaction, and mentorship along the way. You’ll play a key role in guiding new clients through our planning process, helping develop advice and delivering that advice. You’ll also work closely with Ben and Adam to support long-standing client relationships by preparing for meetings, participating in conversations, and contributing to planning decisions. Over time, you’ll gain exposure to client conversations, decision-making, and relationship management, building toward independently serving clients. Because we are a small, community-based firm, you’ll gain experience across all aspects of the business, including client service and operations as well. We’re looking for someone who takes pride in their work, embraces ownership, and genuinely enjoys helping people grow into better financial decisions.
Click below to view the full job posting.
