Adecco Permanent Recruitment
Recruiter | Manufacturing | Metals | Engineering
We are seeking an experienced
Financial Advisor / RIA Representative
who is deeply committed to fiduciary standards and excels at building long‑term client relationships. The ideal candidate is a seasoned advisor with strong planning and investment expertise and, ideally, an existing book of business that may be transitioned to the firm over time.
This role blends independent client management with close collaboration across our internal team to deliver a seamless, high‑touch client experience.
Key Responsibilities Client Relationship Management
Serve as the primary advisor for a dedicated group of client households
Build and maintain trusted relationships with retirees, near‑retirees, and multigenerational families
Conduct financial planning and investment review meetings independently
Provide guidance on retirement income, tax strategies, estate planning, cash flow, charitable giving, and risk management
Develop and maintain comprehensive financial plans using firm‑approved software
Design customized retirement income and withdrawal strategies, including Social Security planning
Manage client portfolios in alignment with the firm’s investment philosophy and risk framework
Present strategies and recommendations in a clear, client‑friendly manner
Business Development & Growth
Cultivate new client relationships through referrals, networking, and professional engagement
Transition an existing book of business (if applicable) in accordance with regulatory and ethical standards
Participate in firm marketing initiatives, educational events, and thought leadership efforts
Compliance & Fiduciary Standards
Operate with strict adherence to fiduciary duty, firm policies, and regulatory requirements
Maintain accurate documentation within CRM and custodial systems
Ensure compliance with all RIA and licensing standards
Work closely with client service and operations teams
Contribute to planning strategy discussions and client experience enhancements
Mentor junior team members as needed
Required Qualifications
CFP® certification (active and in good standing)
7–10+ years of experience advising clients in a fee‑only RIA environment
Active Series 65 license (or ability to obtain prior to start date)
Proven ability to independently manage and deepen client relationships
Strong expertise in retirement planning, investment management, and holistic financial planning
Excellent communication skills with the ability to simplify complex concepts
Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems
Demonstrated commitment to fiduciary ethics and client‑first service
Experience working with Schwab, Fidelity, or other major custodians
Experience serving retirement‑focused client populations
Salary / Benefits
$100K+ base (dependent on experience) and commission
Full benefits package
This position is 100% onsite with the exception of client meetings.
Seniority level Associate
Employment type Full‑time
Job function Finance
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Financial Advisor / RIA Representative
who is deeply committed to fiduciary standards and excels at building long‑term client relationships. The ideal candidate is a seasoned advisor with strong planning and investment expertise and, ideally, an existing book of business that may be transitioned to the firm over time.
This role blends independent client management with close collaboration across our internal team to deliver a seamless, high‑touch client experience.
Key Responsibilities Client Relationship Management
Serve as the primary advisor for a dedicated group of client households
Build and maintain trusted relationships with retirees, near‑retirees, and multigenerational families
Conduct financial planning and investment review meetings independently
Provide guidance on retirement income, tax strategies, estate planning, cash flow, charitable giving, and risk management
Develop and maintain comprehensive financial plans using firm‑approved software
Design customized retirement income and withdrawal strategies, including Social Security planning
Manage client portfolios in alignment with the firm’s investment philosophy and risk framework
Present strategies and recommendations in a clear, client‑friendly manner
Business Development & Growth
Cultivate new client relationships through referrals, networking, and professional engagement
Transition an existing book of business (if applicable) in accordance with regulatory and ethical standards
Participate in firm marketing initiatives, educational events, and thought leadership efforts
Compliance & Fiduciary Standards
Operate with strict adherence to fiduciary duty, firm policies, and regulatory requirements
Maintain accurate documentation within CRM and custodial systems
Ensure compliance with all RIA and licensing standards
Work closely with client service and operations teams
Contribute to planning strategy discussions and client experience enhancements
Mentor junior team members as needed
Required Qualifications
CFP® certification (active and in good standing)
7–10+ years of experience advising clients in a fee‑only RIA environment
Active Series 65 license (or ability to obtain prior to start date)
Proven ability to independently manage and deepen client relationships
Strong expertise in retirement planning, investment management, and holistic financial planning
Excellent communication skills with the ability to simplify complex concepts
Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems
Demonstrated commitment to fiduciary ethics and client‑first service
Experience working with Schwab, Fidelity, or other major custodians
Experience serving retirement‑focused client populations
Salary / Benefits
$100K+ base (dependent on experience) and commission
Full benefits package
This position is 100% onsite with the exception of client meetings.
Seniority level Associate
Employment type Full‑time
Job function Finance
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