Associate Advisor / Financial Planner

Alexis Advisors is a small, independent, rapidly growing fee-only registered investment advisory firm seeking an Associate Advisor / Financial Planner who shares our passion of helping women and families meet their life and financial goals. As a Certified Benefit Corporation, we seek to be intentional in all we do – from the way we run our business, to the way we work with clients, to the way we invest client assets, to the way we support our team.

Responsibilities

• Begin working with clients immediately, developing financial plans and investment allocations through the lens of leading a purpose-driven life.
• Participate in client meetings, deliver proposals and financial plans with supervision, moving to lower oversight requirements over time.
• Work with team to grow the firm in a manner consistent with our vision. Assist in sales and marketing, responding to incoming leads, participate in networking events, blogging, speaking engagements, and assist in event planning.
• Participate in special projects that support the business strategy, as well as provide operational support such as workflow development, quarterly reporting activities and other administrative duties.
• Understand and support the firm’s vision, mission and strategy.

Qualifications

• Bachelor’s degree, preferably in finance or business administration.
• At least 3 years of prior financial services industry experience.
• Target or current enrollment in a CFP program or active CFP designation; Series 65 license preferred.
• Foundational understanding of financial planning and asset management.
• Strong integrity, accountable, works independently and with the team to achieve common goals.
• Entrepreneurial spirit. self-starter, problem solver.
• Excellent written and verbal communication skills.
• Exceptional organizational and time management skills.

Opportunity

• Competitive salary based on experience.
• A clear career path and an opportunity to advance from Associate Advisor to Lead Advisor in fewer than three years.
• Potential partnership and equity ownership opportunities for our tenured advisors.
• Primarily remote work, however the position requires monthly in-person meetings at our office and in person event support.
• Professional development stipend.
• Three weeks’ vacation to start, with additional bonus days.
• Immediate access to 401(k) with 4% match.
• Dedicated time to support our community ranging from pro bono planning and financial coaching, to financial literacy opportunities, to board service.