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Financial Advisor

About Us

Means Wealth Management is an independent, family-owned wealth management firm serving clients since 1935. We build lasting relationships with our clients and with one another, combining personalized advice with a supportive, collaborative team environment. Our advisors work alongside dedicated financial planning, portfolio management, operations, and client service professionals to help clients pursue their financial goals.

Job Summary

We are seeking a relationship-focused professional to join our team as a Financial Advisor. We welcome candidates with experience in financial advising, as well as professionals with relevant backgrounds in banking, accounting, business development, or related fields who are interested in transitioning into an advisory role.

The Financial Advisor serves as the primary point of contact for a designated group of clients, providing personalized financial advice, coordinating comprehensive planning strategies, and helping clients make informed decisions about their financial future. The transition into these responsibilities will reflect the individual’s experience, qualifications, and training needs.

This role combines responsibility for serving existing firm clients with developing new client relationships. An existing book of business is welcome and would be considered an advantage, but is not required.

Responsibilities

  • Client Relationship Management
    • Serve as the primary advisor and trusted point of contact for assigned client relationships.
    • Build and maintain strong relationships through regular communication and ongoing service.
    • Conduct review meetings to assess client goals, financial progress, and changes in circumstances.
    • Help clients navigate major life events and financial decisions.
    • Respond promptly to client inquiries and coordinate solutions with internal team members.
  • Financial Planning
    • Collaborate with the Planning Team to deliver comprehensive financial planning recommendations.
    • Review and present financial plans covering retirement, tax planning, estate planning, insurance analysis, education planning, cash flow, and other planning topics.
    • Assist clients in implementing planning recommendations and monitoring progress toward goals.
    • Identify planning opportunities and coordinate with clients’ attorneys, accountants, and other professional advisors when appropriate.
  • Investment Advisory Services
    • Explain portfolio strategies and investment recommendations to clients.
    • Work closely with the Portfolio Management Team to ensure client portfolios remain aligned with objectives and risk tolerance.
    • Monitor client circumstances and communicate changes that may impact investment strategy.
    • Participate in periodic portfolio reviews and client investment discussions.
  • Business Development
    • Develop and maintain centers of influence and referral relationships.
    • Participate in networking, community involvement, and business development activities.
    • Identify opportunities to deepen existing client relationships and expand services.
    • Contribute to the firm’s growth through referrals, new client acquisition, and relationship management.

Qualifications

  • Required
    • Bachelor’s degree, preferably in Finance, Accounting, Economics, Data Analytics, or a related field, or equivalent professional experience.
    • Series 65 or equivalent qualification, or ability to obtain within 3 months of employment if otherwise qualified.
    • Minimum of three years of relevant professional experience in financial advising, financial planning, wealth management, banking, accounting, business development, or a related field.
    • Strong relationship management and communication skills.
    • Ability to explain complex financial concepts in clear, understandable language.
    • Demonstrated intellectual curiosity and comfort with technology, including the ability to leverage AI and automation tools while exercising sound judgement and independent verification
    • Proficiency with Microsoft Excel and the broader Microsoft Office suite
    • Strong organizational skills and attention to detail.
    • Commitment to delivering exceptional client service.
    • Ability to maintain confidentiality of sensitive client and firm information.
  • Preferred
    • CFP® certification or active progress toward certification.
    • Additional credentials such as ChFC®, CPA, CFA®, CEPA®, or similar professional designations.
    • Experience using financial planning software and CRM systems.
    • Experience working within a team-based advisory model.

To apply, please send your resume and cover letter to [email protected].

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