Financial Advisor – Immediate Client Work, No Sales Pressure

About the role

Join Resolute Wealth Advisor, a growing RIA, and start working with an existing client base from day one. The focus is on delivering high‑quality financial advice and building strong client relationships without the pressure of prospecting.

Key responsibilities

• Develop and deliver comprehensive financial plans covering cash flow, tax, investments, retirement, estate, and risk management.
• Conduct client discovery meetings, guide implementation, and regularly review and refine plans.
• Monitor portfolios, collaborate with internal specialists, and maintain accurate client records in the CRM.
• Participate in client events and contribute to firm initiatives and process improvements.

Required profile

• Experience in financial services such as planning, banking, investments, or insurance.
• Strong client relationship and communication skills.
• Analytical, detail‑oriented, and professional team player.

What we offer

• Salary range $100,000‑$150,000 depending on experience and credentials.
• Health insurance and 401(k) with matching contributions.
• Mentorship, learning opportunities, and a collaborative work environment.
• No mandatory business development requirement, with optional upside.