Guided Solutions Financial Advisor

📋 Description

• Serve as a primary advisor to a high-volume client base
• Lead discovery conversations and planning discussions
• Provide ongoing relationship management with clients

🎯 Requirements

• CFP® or ChFC® designation is a plus but not required
• Must have or be willing to obtain Series 65 or 66
• Series 7 and Insurance licenses not required
• 1-3 years of client-facing wealth management or financial planning
• Ability to operate independently while collaborating within a team
• Strong leadership presence and data-driven engagement

🎁 Benefits

• Competitive base pay and extensive benefits package
• Medical and dental insurance options
• Vision insurance and flexible spending accounts
• 401K contributions and equity options
• Paid time off and holidays