What are the responsibilities and job description for the Financial Advisor position at Pointer Financial Advisors?
At Pointer Financial Advisors, we work with our clients to help them achieve the lifestyle they want—now and in retirement—by delivering thoughtful, personalized financial advice. As a fee-only, fiduciary firm, we are driven by our clients' success, not commissions. Every strategy we recommend is made with their best interest at heart.
We’re seeking a service-oriented Financial Advisor to join our growing team in Columbia, MD. This role is ideal for someone who thrives in a collaborative environment, enjoys problem-solving, and finds fulfillment in building long-term relationships with clients.
As a firm that believes success starts with taking care of people, we offer a supportive, flexible environment that enables our team to bring their best selves to work every day. Our culture emphasizes integrity and building relationships with our clients and our team.
Key Responsibilities:
- Build and maintain comprehensive financial plans tailored to each client’s goals
- Conduct investment research, analyze markets, and participate in portfolio construction
- Clearly communicate the reasoning behind investment and planning recommendations
- Stay current with economic, tax, and planning trends that impact client strategies
- Educate clients on financial concepts, market trends, and investment strategies
- Assist with the implementation of financial plans, including account setup, rollovers, and coordination with custodians
- Guide clients through major life events like retirement, home purchases, college planning, and equity compensation decisions
- Develop and nurture relationships with clients, centers of influence, and prospective referrals
- Maintain client data in the CRM and follow workflows to ensure timely service
- Collaborate with team members on internal processes and contribute to firm-wide initiatives
- Support compliance efforts by documenting client activity and staying informed on regulatory requirements
- Collaborating with the marketing team to develop and execute client-focused events, such as financial planning workshops, webinars, or networking gatherings, to attract new clients and strengthen brand presence.
- Networking to identify and engage prospective clients, attending industry events, and building referral partnerships.
- Lead new client onboarding, including discovery meetings, data collection, and introduction to our process
- Proactively following up on leads and prospective clients with thorough and consistent follow-up and engagement to convert them into clients.
What You Bring:
- 5 years of industry-related experience
- Series 65 license (or equivalent) or ability to obtain within 60 days of hire
- CFP® certification preferred
- Strong communication skills and an ability to simplify and communicate complex topics
- Proficiency in financial planning software, portfolio tools, and CRM platforms
- Detail-oriented, self-motivated, and collaborative
Benefits:
- 11 Paid Holidays (including the day after Thanksgiving)
- Paid Time Off (PTO)
- SIMPLE IRA with 3% company match
- Flexible Scheduling
- Health Insurance