Independent Financial Advisor

Boyce Financial Group is a dedicated team of investment advisers helping individuals and families build, manage, and secure their wealth. Committed to fostering long-term relationships, we emphasize trust, transparency, and personalized financial guidance. Through a combination of comprehensive financial planning and customized investment strategies, we aim to empower clients in achieving their current and future financial goals. Securities and advisory services are provided through Cetera Advisor Networks LLC, a member of FINRA/SIPC, with distinct offerings including brokerage and investment advisory services tailored to client needs.

This is a full-time on-site role based in Vancouver, WA, for an Independent Financial Advisor. The role involves developing personalized financial plans, managing investment strategies, and providing tailored retirement and financial planning solutions. Additional responsibilities include building and maintaining long-term client relationships, conducting periodic financial reviews, and staying informed about market conditions to best serve client needs.

• Proficiency in Financial Planning and Retirement Planning to guide clients in achieving their financial goals
• Expertise in Finance and Investments to manage and grow client portfolios effectively
• Experience in Financial Advisory to provide sound and strategic advice
• Strong interpersonal and communication skills to build client trust and maintain professional relationships
• Relevant certifications or licenses (such as CFP, Series 7, or Series 66) preferred
• Proficiency in financial planning software and market research tools
• Bachelor’s degree in Finance, Business, Economics, or a related field