Job Title Deliver exceptional client experiences and create customized financial plans as a trusted fiduciary. Key Responsibilities Create and customize financial plans and portfolios for clients. Work closely with clients to understand their goals and deliver personalized service. Collaborate with a dedicated team of professionals to provide industry-leading advice and guidance. Requirements CFP or CFA designation. Bachelor's degree. Active and valid FINRA Series 7 license (may be obtained within 120 days). Active and valid FINRA Series 66 license (may be obtained within 120 days). Five or more years of advisory experience, including creating and customizing financial plans and portfolios. Preferred Qualifications Five or more years working directly with clients in the financial services industry. Benefits This role is eligible for bonus or incentive opportunities and offers a competitive benefits package that supports your personal and professional development. Why Work With Us? We empower our employees to make a positive impact in the finance industry. Our supportive culture and focus on development mean you'll have the tools and resources you need to succeed. We offer a hybrid work approach that balances flexibility with face-to-face collaboration and a comprehensive benefits package that takes care of your well-being.