We’re growing quickly, and we want to do it the right way intentionally, transparently, and with purpose. This means adding the right people, not just any people. We’re looking for a Wealth Advisor who shares our belief that financial planning is about more than AUM. It’s about trust, relationships, and helping families find balance between ambition and security.
Why This Role Is Different
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No prospecting required — We’ll provide new clients; you focus on what you do best: planning and advising.
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Strong operational support — A dedicated team handles the paperwork so you can spend your energy with clients.
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Collaborative culture — Advisors, operations, and specialists work together, not in silos.
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Community impact — You’ll represent our Company in the community, giving back as part of who we are.
What You’ll Do
As a Wealth Advisor, you’ll become the lead advisor for a growing group of client families. You’ll design financial plans, lead meetings, and be the trusted point of contact they turn to with life’s biggest decisions. You won’t do it alone, you’ll work hand in hand with our investment management and tax planning specialists, and you’ll be supported by a strong operations team.
You’ll use tools like RightCapital, Wealthbox, Tamarac, YCharts, MyRepChat, Jump AI, Wealth.com, and more to deliver a modern, tech-enabled experience. And you’ll keep relationships alive with annual reviews, proactive calls, and timely outreach.
Who You Are
You’re an experienced advisor (3+ years) who has earned your Series 65 license hold your CFP and have built a reputation for being both trustworthy and client-centric. You live locally, thrive in a team setting, and find joy in helping people feel confident about their future.
Culturally, you’re humble, honest to a fault, collaborative, and community-minded. You’re not chasing sales quotas, you’re chasing impact.
What’s In It for You
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Base salary, % of revenue, bonuses
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Benefits that support you: Health insurance, retirement plan, PTO, and CE reimbursement.
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Career growth: As we grow, so do your opportunities from leading a larger book to potential partnership or ownership down the road.
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A role with meaning: You’ll be part of a team that values purpose, balance, and giving back