Important Notice About the Application Process
This position offers use of our AI screening tool as part of the initial candidate review. While completing the AI screening is optional, please note:
The AI screener helps us streamline the Candidate intake process, but rest assured—you’ll still work directly with a Masis recruiter throughout the rest of your hiring journey.
The Financial Advisor provides personalized financial planning and investment guidance to clients, with a focus on long-term relationships and goal-based advice. This role supports clients in making informed financial decisions while working within a collaborative professional services environment.
Build and maintain long-term client relationships through a client-focused approach
Develop and implement customized financial plans aligned with client goals
Provide ongoing investment guidance and portfolio monitoring
Conduct client meetings (in person and virtual) and clearly explain financial concepts
Adhere to firm policies, regulatory requirements, and professional standards
Bachelor’s degree in Finance, Business, Economics, or related field
Series 65 (or Series 7 & 66) required or ability to obtain
CFP® designation or progress toward CFP® preferred
2+ years of experience in financial planning or wealth management
Strong communication, analytical, and interpersonal skills
Base salary range: $70,000 – $100,000, depending on experience and qualifications
Variable compensation through performance-based bonuses and/or incentive programs
Health, dental, and vision insurance
Retirement plan with employer contribution
Paid time off, holidays, and professional development support
#MPG1
Masis Staffing is committed to providing a workplace free of discrimination, harassment, and retaliation. We are an equal opportunity employer. Applicants, employees, and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation or transgender status), national origin, aids (40 or older), veteran status, disability and genetic information (including family medical history).