Join Evans May Wealth as a Financial Advisor to manage existing client relationships and referrals, with a focus on high-quality client management and relationship deepening.
Requirements
- 5+ years of experience as a Financial Advisor
- CFP® designation (required)
- Strong experience working with HNW clients
- Exceptional attention to detail and follow-through
- Ability to manage complexity while delivering a white-glove client experience
- Cultural alignment: collaborative, accountable, client-first mindset
Benefits
- Health, dental, vision, and life insurance
- 5% 401(k) match + 2% profit-sharing
- 20 days PTO + 10 paid holidays