Financial Advisor Overview • The Financial Advisor will join a private wealth advisory practice, supporting a Senior Financial Advisor in managing client relationships and financial planning initiatives. • This role offers hands-on exposure to the full advisory lifecycle, fostering professional growth into an autonomous advisor position. • Collaborate with a team dedicated to delivering premium client experiences and financial planning services. • Support a Forbes-recognized advisor, contributing to the growth and success of the practice. • Engage in business development activities, including prospecting and outreach to build a qualified client pipeline. • Participate in client meetings, providing financial recommendations and maintaining high service standards. • Develop and maintain client financial plans, aligning with their goals and risk tolerance. • Opportunity to manage and expand existing client relationships while gaining industry expertise. Financial Advisor Key Responsibilities & Duties • Conduct outbound prospecting activities to build and maintain a qualified client pipeline. • Support and service existing clients through relationship management and business development initiatives. • Assist in onboarding new clients, coordinating account setup, and maintaining accurate records. • Prepare financial plans, case analyses, and client-ready recommendations tailored to individual needs. • Participate in client meetings, taking notes and executing follow-up actions effectively. • Collaborate with administrative staff to ensure timely processing and documentation compliance. • Engage in proactive outreach to prospective and existing clients for scheduling and follow-ups. • Contribute to practice-building initiatives, including marketing and client acquisition strategies. Financial Advisor Job Requirements • Bachelor’s degree in Finance, Business, Economics, or a related field, or equivalent professional experience. • Fully licensed with SIE, Series 7, and Series 66 (or Series 63 and 65). • 1-5 years of experience in financial services, investment management, or private wealth advisory. • Strong understanding of investment products, account types, and client service processes. • Proven ability to manage multiple priorities in a fast-paced, in-office environment. • Confident and professional communication skills with clients and prospects. • Entrepreneurial mindset with an interest in business development and practice growth. • High level of organization, attention to detail, and time management skills.