Financial Advisor

Responsibilities

• Act as the lead advisor for a defined client group, delivering ongoing financial planning and investment guidance
• Build and maintain long-term, trust-based relationships with clients and their families
• Design, implement, and regularly update comprehensive financial plans covering investments, retirement, estate, and tax considerations
• Collaborate with internal investment and planning professionals to deliver coordinated, high-quality advice
• Coordinate with clients’ external advisors (CPAs, attorneys) to ensure an integrated approach
• Identify and pursue organic growth opportunities through client referrals and expanding wallet share
• Stay informed on industry developments and uphold regulatory compliance

Requirements

• Minimum 10 years of experience as a client-facing advisor
• Strong knowledge of investments, financial planning, and wealth management strategies
• Ability to explain complex concepts clearly and confidently to clients
• Proven relationship-management track record with high-net-worth clients
• Excellent organizational skills and meticulous attention to detail

Technologies

• MoneyGuidePro
• eMoney
• Schwab
• Fidelity
• Microsoft Office Suite (Word, Excel, PowerPoint)

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Professional development assistance
• Vision insurance

How we work

• Advisor Pod structure with a Senior Relationship Manager backing each advisor to enable focus on clients, advice, and growth

Why Twelve Points

• Privately held, successful, steadily growing, with a caring, long-term team
• Competitive compensation with a $125,000 base and potential for a share of client fees; the right candidate can reach $225,000–$275,000 quickly
• Excellent benefits
• Strong opportunities for professional development and advancement
• Great work-life balance
• A distinctive, collaborative culture that stands apart from typical wealth management firms