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Foundry Financial · 3 days ago

Financial Advisor

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $125K/yr

5+ years exp

Foundry Financial is a fast-growing, tech-forward firm seeking a passionate, client-focused financial advisor. The role focuses on building relationships with clients, understanding their financial aspirations, and crafting personalized strategies to help them achieve financial peace and clarity.

Financial ServicesImpact InvestingWealth Management

Responsibilities

Build deep, lasting relationships by understanding clients’ financial aspirations

Design customized retirement financial plans uniquely aligned with each client’s short-term and long-term objectives

Recommend and manage personalized investment strategies aligned with clients’ risk preferences and retirement goals

Offer holistic financial planning covering retirement, estate, tax, and education needs

Proactively schedule and lead client meetings, ensuring exceptional service and attentiveness

Cleary and effectively communicate complex financial ideas

Maintain strict adherence to regulatory and ethical standards

Collaborate seamlessly with tax advisors, estate planners, and other professionals for a cohesive client experience

Delight clients by promptly and accurately addressing inquires

Utilize and enhance the firm’s proprietary investment, income, and tax strategy processes

Qualification

Retirement planningInvestment strategiesFinancial regulationsFinancial planning softwareClient relationship managementAnalytical thinkingDimensional Fund AdvisorsCPA CertificationRICP CertificationRightCapitalIncome LaboratoryHolistiplan experienceCreative problem-solvingCommunication skillsInterpersonal skillsContinuous learning