Financial Advisor, CFP Professional

We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision partner for the firm's clients. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.

This role is best suited for a CFP professional who brings both technical depth and exceptional interpersonal skill - someone who can translate complex financial strategies into clear, confident guidance and who takes genuine ownership of client outcomes and relationships.

Key Responsibilities