Our team is growing and looking for an Entity Advisor to join a top-performing practice within a Fortune 500 company. We offer a collaborative team environment, flexibility, and strong opportunities for growth.

What You’ll Do:

• Help create and present personalized financial plans and investment strategies
• Meet with clients (in person and virtually) to support their financial goals
• Maintain accurate client records and ensure timely follow-up
• Monitor accounts and assist with portfolio updates and rebalancing
• Attend team meetings, training, and networking events

What We’re Looking For:

• Strong communication and interpersonal skills
• Detail-oriented
• Organized, proactive
• Team player with a high level of accountability
• Client-focused mindset

Benefits:

• Salary with variable/bonus compensation
• Group insurance benefits
• Retirement benefits