Financial Advisor

📈 Overview

Join a dynamic and high-growth firm as a Financial Advisor, where your expertise will play a pivotal role in guiding clients towards their financial goals. In this client-first position, you will work with warm leads provided through innovative marketing campaigns, allowing you to focus on building meaningful relationships and delivering tailored retirement-focused advice. As part of a tight-knit team within a larger Registered Investment Advisor (RIA) organization, you will benefit from robust back-office support and modern technology platforms, enabling you to thrive in a collaborative and values-driven environment.

🛠️ Required Skills

Active Series 65 or Series 7/66 license
Minimum of 5 years of advising experience, preferably with a focus on retirement planning
Strong communication skills with a client-first approach
Analytical mindset to assess client needs and develop effective strategies

✨ Nice to Have Skills

Certified Financial Planner (CFP) designation
Experience in holistic financial planning

🎓 Preferred Education and Experience

Certified Financial Planner (CFP) designation is preferred but not required
Experience in a high-performance, collaborative team setting

🔍 Other Requirements

- Onsite role in Reno; relocation may be necessary
- Ability to meet with clients one-on-one in person

This is an exciting opportunity to inherit part of an existing book of business while also having the potential to grow it further. If you are ready to take your career to the next level in a supportive and thriving environment, we look forward to your application.