Advisor

Firm’s Purpose: To make a meaningful difference in people’s lives.

Position Overview: In this role you’ll work alongside one of the firm’s Senior Wealth Advisors and gain hands-on exposure to managing high-value client relationships and developing strategic financial plans. This role is designed with progression in mind—you’ll begin by supporting top-tier advisors and evolve into leading your own relationships and bringing in new clients. You’ll play a critical role in helping clients achieve clarity, confidence, and peace of mind about their financial futures. Join a team where your voice matters, your work is appreciated, and you’re surrounded by colleagues who have your back. We believe in investing in people for the long haul, while celebrating your contributions and milestones along the way. As an Advisor, you will support and collaborate closely with one of the firm’s Senior Wealth Advisors while developing your own client relationships. You’ll engage in all aspects of financial planning and investment management, with a clear path toward greater autonomy and business development responsibilities.

Duties & Responsibilities:

Partner closely with one of the firm’s most senior advisors to deliver high-quality, personalized financial advice.
Provide second-chair support in client meetings with the goal of eventually taking the lead on managing relationships.
Design and implement comprehensive financial plans and investment strategies tailored to client goals.
Participate in and lead client meetings; clearly communicate planning concepts and recommendations.
Manage the financial planning process, including:

Creating and presenting financial plans
Developing retirement, cash flow, and insurance analyses
Preparing education funding and estate projections
Conducting research and coordinating with clients’ other professional advisors (e.g., CPAs, attorneys)
Identifying gaps, risks, and opportunities in clients’ financial lives

Handle client inquiries and deliver proactive, thoughtful guidance across a range of financial topics.
Perform specialized analyses (e.g., mortgage optimization, Social Security timing, etc.) to inform decision-making.

Qualifications, Skills & Experience:

Bachelor’s degree in finance, accounting, economics, business, or a related field.
CFP® certification is required.
5+ years of experience in the financial services industry (ideally within a fee-only RIA environment).
Strong proficiency in Microsoft Office; experience with MoneyGuidePro (or other planning software), CRM systems, portfolio management tools, and document management software is a plus.
A proactive, detail-oriented professional with excellent communication skills and a passion for helping others succeed.
Maintain professionalcompetencies and adhere to the firm’s ethical standards and cultural values.

Benefits: Medical and dental coverage, 401(k), L-T disability, paid PTO and holidays.

If interested in this position, please e-mail your resume to Stacy Hopwood at stacy@hopwoodfinancial.com.

Hopwood Financial Services
www.hopwoodfinancial.com