Support Advisor

As a Support Advisor you will be part of a team of high-performing professionals committed to both the strategic growth of the firm and career growth of its team members. This position collaborates with the advisor team to deliver comprehensive financial planning and Fee Only investment management to our clients. You will contribute to the success of the firm by enhancing and deepening relationships with clients by fostering trust and satisfaction. This is a professional position with a career track, mentorship, and future opportunity to buy equity ownership. If you desire to be part of a team that values a work and life balance and enjoys helping people achieve financial security and peace, then we are the firm for you! 

Knowledge, Skills, Education and Experience

• Bachelor’s Degree in Personal Financial Planning preferred
• Attainment of CFP within 3-4 years
• Proficiency in Word, Excel, Outlook, and database (CRM) software preferred
• Knowledge of key financial, investment, and risk management concepts
• Excellent verbal and written communication skills – especially listening
• Team player, collaborative, able to work with and through others
• Warm and friendly personality
• Ability to work independently, establish priorities, and manage multiple requests
• Highly organized and attention to detail
• Excellent problem-solving skills
• Ability to communicate with team members regarding status of open items
• Adaptable, Accepting, and Caring
• Experience in leading and volunteering