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