Senior Financial Advisor @ Onedegreeadvisors

One Degree Advisors is growing and looking for a Senior Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.

The main responsibilities of this position are to lead premier client relationships and oversee advisory team members.

Essential Functions

Wealth Advising

• Lead client meetings, including ongoing strategy meetings and new client onboarding for premier relationships
• Oversee Financial Plan development, updates, and presentation
• Lead Investment Advisory discussions with clients and provide oversight on complex planning scenarios
• Hold client discussions focused on personal and family objectives and vision
• Serve as primary advisory contact for high-value client correspondence
• Coordinate research, meeting preps & follow-up, and plan development with Advisory team
• Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
• Provide day-to-day oversight and mentorship of advisory team members — supporting their professional development and ensuring quality client service
• Stay updated and educated on relevant technology resources and emerging planning tools
• Investment portfolio construction
• Basic investment trading

Firm Responsibilities

• Marketing
• Community Development
• Networking
• Contributing to educational content
• New Business Development
• Work with and support the strategic direction of the firm
• Practice Management
• Adhere to and help shape operational processes and procedures
• Document notes and tasks within operational procedures
• Manage and cross-train staff as needed
• Client servicing and communication (where advisor involvement is required)
• Support and adhere to compliance practices
• Lead or assist with firm-wide projects
• Work toward firm goals and metrics
• Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give

Qualifications

Education / Certifications

• Bachelor's degree
• Certified Financial Planner™ (CFP®) designation (CFA® or CPA also considered)
• Certified Kingdom Advisor® designation (attained or willing to attain)
• Kingdom Advisors study group participation
• Ongoing professional development, including continuing education and/or advanced designations

Experience

• 10+ years as a Financial Planner/Investment Advisor or in directly relevant experience
• Demonstrated experience leading client relationships and supporting the development of advisory staff

Knowledge, Skills, and Abilities

• Ability to handle confidential and sensitive information with the highest discretion
• Proven ability to lead in a collaborative, client-centric team environment
• Strong organizational and project management skills with ability to manage competing priorities
• Ability to establish timelines, manage multiple deadlines, and hold others accountable to them
• Highly developed professional, interpersonal, and communication skills — written and verbal
• Self-directed; able to operate with minimal supervision and make sound independent judgment
• Proficiency in PC applications including MS Office
• Experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan (or comparable equivalents)

Compensation: $200,000+ (salary + bonus, depending on experience and expertise)

Benefits

401(k) with match, health insurance, PTO — see onedegreeadvisors.com/careers for full details

Location: In-office or hybrid preferred; remote considered based on experience and fit

Salary + Bonuses + Benefits