What are the responsibilities and job description for the Financial Advisor position at RecruitHook?
Well-established wealth management firm seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to high-net-worth and mass-affluent clients. This role offers a strong long-term opportunity, as a lead advisor is expected to retire within a year, creating the potential to step into a well-established book of business and lead client relationships.
Key Responsibilities:
• Deliver holistic financial planning (retirement, tax, estate, risk)
• Manage and optimize client investment portfolios
• Build and maintain long-term client relationships
• Conduct ongoing reviews and adjust strategies as needed
• Collaborate with CPAs, attorneys, and internal teams
• Support junior advisors and contribute to growth initiatives
• Ensure compliance with fiduciary and RIA standards
Qualifications:
• Bachelor’s degree in finance or related field
• 5 years in wealth management (3 years in planning)
• Series 65 required; CFP preferred
• Strong communication, analytical, and client service skills