A respected independent Registered Investment Advisor firm is seeking a Financial Advisor to join its close-knit, high-performing team. In this role, you’ll work directly with clients, developing and executing tailored financial plans that reflect fiduciary care and long-term client relationships. This opportunity is ideal for a tech-savvy and highly organized advisor who thrives in a collaborative, low-turnover environment and wants to grow within a stable, relationship-driven firm.

Salary Range: $105,000 – $110,000 / year DOE

Financial Advisor Responsibilities:

• Develop and implement comprehensive financial plans focused on retirement, investment, estate, and tax strategies
• Manage a book of clients, provide regular reviews, and proactively address financial goals and changes
• Build trusted, long-term relationships with individuals, families, and small businesses
• Leverage eMoney for detailed planning and Redtail CRM for client management and compliance
• Educate and support clients in utilizing digital tools and financial technologies
• Remain current on market trends, regulatory changes, and investment strategies
• Contribute to a team-oriented firm environment through collaboration and shared client service excellence

Financial Advisor Requirements:

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• Minimum of 2+ years in financial advising or planning
• Series 65 license required
• Proficiency in eMoney and Redtail CRM
• Strong understanding of retirement planning, investment products, and financial strategy development
• Ability to work independently and manage multiple client relationships in a structured, detail-oriented manner
• CFP® certification is preferred
• Familiarity with Morningstar and Orion platforms a plus
• Experience working in a small RIA or boutique advisory setting is preferred
• Excellent interpersonal and communication skills; high emotional intelligence

Benefits:

• Comprehensive medical benefits
• Fantastic PTO
• 401(k)
• Flexible work environment
• Discretionary year-end bonus

If you’re a licensed, tech-savvy financial advisor who values long-term relationships and high standards of client care, this is a rare opportunity to join a firm where tenure, trust, and impact truly matter. Apply now!

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