Do you have a passion for developing meaningful relationships with clients? Do you desire to share your talents with a multi-professional team in a progressive self-managed work team environment? Do you wish to work in a true helping profession? Pathway Financial Advisors is looking for an emerging star to join our team as a Lead Financial Planner.
We are looking for a CFP®, CPA, or EA with at least three years of client facing experience.
Is this a sales job? Far from it. Pathway is a fee-only financial planning firm. We act in a fiduciary capacity in all of our relationships. We do not sell any products. Our Financial Planners are not responsible for generating business. New clients come to us mostly through referrals, so you spend your time fostering client relationships, not hunting for them.
Our firm has a strong commitment to work-life balance. While we work extremely hard for our clients, we also make time to keep ourselves and our personal relationships healthy. We have the benefits of flexible schedules, rarely work weekends, and are almost always home for dinner.
We offer competitive salary-based compensation and benefits. There is also an established ownership track for Lead Financial Planners at our firm.