Senior Advisor, Certified Financial Planner

Position Title: Senior Advisor, Certified Financial Planner

The Senior Advisor, Certified Financial Planner will play a crucial role in managing client relationships and enhancing the wealth management services offered by the bank. This position requires a professional who is adaptable to the banking model and willing to invest in building a client portfolio. The ideal candidate will be responsible for overseeing a significant amount of assets while fostering client trust and satisfaction.

A focus on organic growth and community engagement while addressing the needs of an older clientele will be essential for success in this position.

Salary Range: $100,000 - $150,000 / Year DOE

• Manage approximately $190 million in client assets
• Engage in strategic discussions to drive growth and adapt to changing client needs
• Build and maintain strong relationships with clients, focusing on personalized service
• Assist in transitioning the wealth management approach from commission-based to fee-based
• Collaborate with a sales associate and evaluate staffing needs as necessary
• Integrate into the community and establish a positive presence among clients
• Address the specific needs of an older demographic, providing hands‑on support

• Certified Financial Planner (CFP) designation is required
• Bachelor's degree is required
• Experience with LPL and ability to hold necessary licenses is required
• Willingness to purchase a book of business if necessary is required
• At least 10 years of experience is preferred

• Comprehensive medical coverage
• 401(k) plan with a 4% match
• Standard PTO + sick pay and vacation time
• Opportunity to convert sick days to vacation days annually
• Negotiable vacation time based on tenure and experience

If you are a Senior Advisor, Certified Financial Planner looking to take the next step in your career, apply now!