What are the responsibilities and job description for the Financial Advisor (CFP Preferred) position at Jobot?
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Job details
Join Us!
This Jobot Job is hosted by Julia Toms
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $120,000 - $220,000 per year
A Bit About Us
The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you!
Why join us?
Full benefits
Flex schedule
Friendly Culture
Job Details
Position Financial Advisor (2 openings)
Location(s) Clifton Park, NY 12065 and Southington, CT 06489 Location (Flexible on in office, may have the person come in to start/get acclimated)
Target Salary $120-220k depending on experience and bonuses
What You’ll Do
A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture, is seeking an experienced professional to join their team. This role involves taking over an existing book of business, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance.
Each advisor is supported by a dedicated Client Service Associate (CSA) and a team of 2–3 professionals responsible for financial planning and investment management. The primary focus of this role is client relationship management—building trust, deepening relationships, and serving as the main point of contact.
Ideal candidates will be comfortable meeting clients in-office as well as nurturing relationships through client-facing activities such as lunches, dinners, and events. The firm offers a warm, collegial environment with a strong emphasis on teamwork and service excellence.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Join Us!
This Jobot Job is hosted by Julia Toms
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $120,000 - $220,000 per year
A Bit About Us
The Company is a nationally recognized and award-winning Wealth Management Firm that has an opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you!
Why join us?
Full benefits
Flex schedule
Friendly Culture
Job Details
Position Financial Advisor (2 openings)
Location(s) Clifton Park, NY 12065 and Southington, CT 06489 Location (Flexible on in office, may have the person come in to start/get acclimated)
Target Salary $120-220k depending on experience and bonuses
What You’ll Do
- Work closely with senior advisors to support and manage their client relationships
- Cultivate relationships with prospective clients and leverage our expansive referral networks to drive business growth.
- Develop a pipeline of new business through networking, prospecting, and centers of influence.
- Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals.
- Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning.
- Stay ahead of market trends and proactively recommend strategies
- Minimum 5 years of relevant industry experience in wealth management and/or financial planning.
- Strong interpersonal and communication skills to build trust and lasting client relationships.
- The ability to translate complex financial concepts into clear, actionable guidance for clients.
- A proven track record of business development and client network expansion.
- Series 7 and 63 (or 65 & 66) required; Life/Health/Variable Annuity licenses preferred.
- CFP® designation strongly preferred or the ability to obtain it within a designated timeframe.
- Bachelor's Degree and Clean U-4 Record Required
A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture, is seeking an experienced professional to join their team. This role involves taking over an existing book of business, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance.
Each advisor is supported by a dedicated Client Service Associate (CSA) and a team of 2–3 professionals responsible for financial planning and investment management. The primary focus of this role is client relationship management—building trust, deepening relationships, and serving as the main point of contact.
Ideal candidates will be comfortable meeting clients in-office as well as nurturing relationships through client-facing activities such as lunches, dinners, and events. The firm offers a warm, collegial environment with a strong emphasis on teamwork and service excellence.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $120,000 - $220,000
