Financial Advisor
Grayling AssociatesHighlight
Summary
About the Role
About You
- Bachelor's degree in finance, Financial Planning, Business, or related field.
- Must have Series 65 or 66.
- 2–5 years of experience in a financial planning or client service role within an RIA or wealth management environment.
- Strong understanding of investments, retirement planning, and general financial planning principles.
- Proficiency with financial planning and CRM software (e.g., eMoney, MoneyGuidePro, Redtail, Orion, or Black Diamond).
- Excellent communication, problem-solving, and relationship management skills.
- Highly organized, detail-oriented, and comfortable working in a collaborative team environment.
Benefits
- Base salary starting at $50,000 and commensurate with experience.
- Performance-based incentive compensation.
- Comprehensive benefits package (health, dental, vision, 401(k) with match).
- CFP® continuing education and professional development support.
- Opportunities for career advancement within a growing RIA firm.
For over 30 years Grayling Associates has partnered with our clients to create innovative growth strategies that help our clients accelerate growth and improve their decision-making processes. Grayling Associates is a leader in providing full service recruiting, and management consulting services to the financial services industry. We are national in scope and have the capability to provide services in any market in the United States. Our highly educated researchers, recruiters, and consulting professionals have over 100 years of combined executive search and financial services experience. We understand the culture, industry trends, contracts, compensation, products and management systems of the financial services industry. Our proven recruiting process has helped our clients grow and enabled them to meet their targets. Our consulting services are tailored to meet the specific needs of each client. We bring value added perspective and support to job seekers. Your search stops here when you work with Grayling. We are committed to establishing long term relationships that are based on results, effective communications, trust and mutual respect. We adhere to the highest ethical standards with maximum integrity, objectivity and confidentiality.