Description
We are looking for someone who is passionate about financial planning, enjoys solving complex client problems, thrives in a technology-driven environment, and is eager to join a collaborative wealth management practice.
Our clients already exist. Your job is to help us deliver an exceptional experience.
What you'll do
Your role will focus on three primary areas:
Financial Planning
You'll become deeply involved in building and delivering sophisticated planning strategies for our clients. This includes:
Running planning campaigns and project workflows
Data mining and analysis
Building and refining planning systems and agentics
Preparing client-specific strategy papers
Coordinating recommendations across planning, investments, tax, insurance, and estate planning
Producing and presenting client Financial Planning Snapshots
With the intellectual framework already developed, you’ll help run client-specific touchpoints that vary the client experience every year, while encouraging relevant, straightforward, and valuable proactive client servicing.
Assistant Investment Advisor
Working alongside our Portfolio Manager, you'll help keep client portfolios moving efficiently by:
Managing cash and debit balances
Preparing bulk order sheets
Obtaining verbal client consent for money movements
Processing Know Your Client (KYC) updates
Coordinating investment administration
Portfolio management and security selection remain the responsibility of our Portfolio Manager; however, we strongly support professional growth, and we're happy to expand responsibilities where aptitude and interest are demonstrated.
Client Relationship Specialist
Our clients should feel like they have their own dedicated family office. You'll become the primary day-to-day contact for many client interactions by:
Managing client pipelines and follow-up
Attending prospect meetings as the relationship coordinator
Responding to incoming client emails and voice mails
Handling routine planning and investment inquiries
Coordinating internal workflows across our team
Our goal is to build the type of client experience you'd expect from a boutique professional practice.
What we're looking for
Minimum qualifications:
CFP® designation
CIRO licensed (with CIM or CFA level 1 min)
Strong Microsoft Office skills (Excel, Word, Outlook, Teams)
Comfortable learning and building new technology platforms
Highly organized with exceptional attention to detail
Excellent written and verbal communication
Self-starter who thrives in a virtual work environment
Round Two of our interview process includes a case-study-based assessment of Microsoft Office technology and wealth/planning knowledge.
At least one professional reference must specifically speak to your ability to work independently with minimal supervision.
A note about business development. We are not looking for advisors who intend to build a separate personal book of business or investment fund while working with our firm. If your long-term goal is to operate independently, this position likely isn't the right fit.
If you already manage client assets and are interested in integrating those relationships into our firm, we're open to that discussion. We recognize the value of existing client relationships and are prepared to structure appropriate non-solicitation exclusions for any legacy clients that are brought to the firm during onboarding.
What you'll be joining
You'll be fully supported by an experienced team that includes:
Portfolio Manager (CFA, CAIA)
Financial Planner (CFP, R.F.P., TEP)
Insurance Specialist
Professional Office Manager / Executive Administrator
You'll gain direct exposure to sophisticated planning strategies, complex investment cases, cross-disciplinary collaboration, and significant professional growth opportunities.
If you're looking for a career where your technical ability, initiative, and professionalism matter more than your sales numbers, we'd love to hear from you.
Please start by completing the application form (link below). Applications will be accepted through August 14, 2026.
https://forms.cloud.microsoft/r/CcksZLPEc7
