Financial Advisor

Do you thrive in an environment where collaboration is key and your voice is heard?

Are you a passionate financial advisor eager to build a thriving practice within a small, dynamic firm? If so, this opportunity might be your perfect fit. We are a boutique investment management firm committed to offering high-touch, customized portfolio and wealth management solutions. We believe clients come first, and we are driven by a collaborative approach that values individual strengths and diverse perspectives. If you are an advisor who thrives in a collaborative environment and is eager to build a thriving practice alongside a dedicated investment management team, we encourage you to contact us.

We are seeking a driven and passionate Investment Advisor who:

• Holds applicable licenses (Series 65, Series 7, etc.)
• Has a minimum of 3-5 years of experience as an investment advisor or similar professional service provider.
• Demonstrates a strong track record of building and maintaining client relationships.
• Possesses basic to intermediate knowledge of portfolio management concepts and intermediate to advanced knowledge of financial planning concepts.
• Excels at communication, collaboration, and problem-solving.
• Has strong networking skills and understands how to build and develop a new business pipeline.
• Shares our passion for putting clients first and exceeding their expectations.

Bonus Points For:

• Experience in institutional investing, networking, non-profit networking, or small business advising.
• A desire to contribute to the growth and development of the firm.

What We Offer:

• Competitive revenue sharing package (depending on your firm, this can be upwards of 75-100% more than your current revenue share).
• Flexibility and autonomy in managing your practice with new or existing clients.
• Competitive technology package including client performance reporting, CRM platform, financial planning software, ePay platform, and in-house turn-key investment solutions.
• The opportunity to make a real difference in the lives of your clients.
• Investment advisory solutions to help you while you grow your business.
• Direct access to investment management professionals.

Please submit your resume with 1-2 paragraphs on why you are interested to Hannah@advisoralpha.ai