Senior Financial Advisor

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