Wealth Advisor

Five years or more of experience working in a fiduciary capacity as a wealth advisor, delivering financial planning-led advice for individuals and retirement plan services for business owners Proven ability to convey financial advice with empathy, clarity, and confidence Bachelor's degree required, preferably in Financial Planning, Finance, Accounting, or Economics CFP® certification required Strong work ethic, detail-oriented with the ability to prioritize and organize workflow Self-starter, productive, works well with a team and independently Demonstrated analytical and problem-solving skills Excellent written and verbal communication skills Willingness to be available when clients are Some travel will be required

Build deep, meaningful, and impactful relationships with doctor clients Assess client's overall financial needs, develop financial plans, and implement strategies across investing, tax, estate, insurance, debt/cash management, and career advisory Identify tax and legal considerations, coordinating with internal and external partners Provide ERISA 3(21)/3(38) Fiduciary investment advice Develop thorough knowledge of doctors' financial needs and financial planning, retirement plan services, capital markets, and the Financial Services industry Lead ongoing client meetings to identify new ways of adding value Timely respond to client service requests Review activities for sufficient controls Comply with all regulatory requirements