Financial Planner & Client Advisor

Purpose of the Role

The Client Advisor is the primary relationship manager for assigned clients, responsible for delivering exceptional financial planning, executing Tailored Wealth’s service model, and helping clients achieve their long-term goals. This role is central to our mission of helping business leaders optimize their wealth and live the lives they desire. 

Company Description

• Client‑first, planning‑led firm focused on delivering comprehensive, personalized financial advice across taxes, equity compensation, retirement, cash flow, and long‑term independence
• High‑touch service model where advisors act as trusted partners and primary relationship managers for assigned clients
• No cold prospecting culture — advisors work with firm‑provided clients and grow through trust, service, and referrals rather than sales pressure
• Collaborative, growth‑oriented team environment that values strong processes, shared accountability, and continuous improvement
• Fiduciary mindset and operational excellence, with a strong emphasis on consistency, compliance, and delivering an exceptional client experience

About The Role

Tailored Wealth is seeking a Financial Planner / Client Advisor to serve as the primary advisor for firm‑provided clients. This role is ideal for an advisor who enjoys deep financial planning, long‑term client relationships, and delivering a high‑touch client experience.

No cold calling. No book of business required. Growth comes from excellent service and referrals—not prospecting.

What You’ll Do

• Deliver comprehensive financial planning across tax strategy, retirement, cash flow, investments, and risk management
• Lead client meetings and provide clear, actionable advice
• Serve as the main point of contact for assigned clients, ensuring proactive communication and follow‑through
• Identify planning opportunities, asset consolidation, and referral opportunities
• Collaborate with internal teams to support account management and service execution

What We’re Looking For

• Experience in financial planning, wealth management, or advisory services
• Strong client communication and relationship‑building skills
• Solid knowledge of retirement planning, tax strategy, and investments
• Organized, detail‑oriented, and comfortable with CRM and planning tools
• CFP® preferred or willingness to pursue
• Experience with business owners or high‑income clients is a plus

Why Tailored Wealth

• Planning‑first, relationship‑driven firm
• Firm‑provided clients — no prospecting pressure
• Collaborative team and strong operational support
• Focus on long‑term client outcomes and advisor growth

If you’re passionate about helping clients make smart financial decisions—and want to focus on planning instead of sales—we’d love to hear from you.

Compensation $120k-$160k

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.