Associate Financial Planner

Fortress Private Ledger is seeking talented Financial Advisors to join our growing team. This role centers on building meaningful relationships, delivering thoughtful and tax-efficient advice, and helping families, business owners, and entrepreneurs make confident long-term financial decisions.

This opportunity aligns directly with the Fortress Mission: protecting families’ financial futures through disciplined planning, intelligent investing, and proactive tax strategy.

It advances the Fortress Vision: a firm where advisors operate at the highest standard of care, supported by modern tools, deep expertise, and a culture that puts clients first.

It reflects Fortress Values: competency, capacity, and care in every action taken on behalf of the families we serve.

Advisors who want to grow inside a high-trust, high-support environment are encouraged to apply.

• Client Engagement

Recognize client needs early and partner across Fortress to deliver coordinated tax, planning, insurance, and investment solutions.

• Personalized Consultations

Assess goals, cash flow, risk tolerance, tax exposure, and planning needs to build customized strategies that reflect the Fortress Fundamentals.

• Client Satisfaction

Strengthen relationships through consistent communication, proactive planning, and a white-glove client experience.

• Business Development

Convert warm inbound opportunities, collaborate with advisors and centers of influence, and help expand Fortress’s reach within our ideal client profiles.

• Daily Operations

Manage commitments, planning tasks, and communication in a fast-moving environment that values accuracy and follow-through.

• Compliance

Maintain clean documentation and adhere to Fortress policies, regulatory standards, and planning methodologies.

• Acumen Building

Deepen knowledge across investments, tax planning, retirement plans, estate planning, insurance design, and private market opportunities.

• Technology Proficiency

Use modern planning tools, portfolio systems, and digital workflows to drive efficient client meetings and ongoing service.

• Team Collaboration

Join a supportive culture where advisors, tax professionals, and operations partners work together to deliver exceptional outcomes.

• 1–2 years of advisory, planning, paraplanner, or analyst experience

• Undergraduate degree

• SIE and Series 65/66 (or ability to obtain within defined timeframes)

• Commitment to ongoing education; CFP® preferred

• Clean regulatory background

• A Mission-Driven Culture

Every decision supports long-term client wellbeing through thoughtful planning, tax strategy, and disciplined investment philosophy.

• Robust Training and Development

Access to internal playbooks, mentorship, and real-world advisory skill, including CFP® support.

• Clear Career Pathing

Opportunities to grow into lead advisor roles, niche specialists, tax strategists, or leadership positions as the firm scales.

• Collaborative Environment

Work within a team that values shared success, open communication, and practical, hands-on support at every level.

• Impactful Work

Guide families through major life events, help business owners navigate complex financial decisions, and serve as a steady voice in volatile markets.

Fortress Private Ledger exists to deliver competency, capacity, and care at every stage of a client’s financial life. The firm integrates wealth management, tax planning, estate strategy, insurance guidance, retirement planning, and private market access into one coordinated experience.

The mission: build durable financial plans that protect families across generations.

The vision: be the most trusted, comprehensive financial partner for growth-minded families and business owners.