Financial Advisor

Job Description

BizOps Collective is seeking a relationship-driven Financial Advisor to join a growing holistic financial planning firm. 

Position Summary

The Financial Advisor will focus on creating long-term value for an established and growing client portfolio through a relationship-driven and needs-based approach. The Financial Advisor leads discovery meetings, develops tailored financial strategies, and facilitates ongoing reviews to better understand client objectives, uncover or reposition assets, and provide comprehensive solutions spanning retirement, investment, insurance, and estate planning needs. 

Overview of Responsibilities

• Service, retain, and expand the firm’s existing book of business through a collaborative advisory model in partnership with the President. 
• Conduct client meetings to better understand investment objectives and retirement goals (discovery, strategy review, etc.).
• Build and present financial plans and strategies that may include retirement planning, investment management, insurance/risk planning, tax-aware planning coordination, and estate planning coordination. 
• Partner with the client service/business team to execute paperwork and service requests (