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 Fin.

Tech applications: Redtail, Schwab Advisor Center, Orion, e. Money, 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