Financial Advisor

Vero Beach, FL

Full Time Position

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Are you a Financial Advisor who’s fed up with the limitations associated with working for a “Box” – a wire-house broker/dealer?

Are you looking to make a difference and impact clients’ lives in a meaningful way?

Your unique ability to connect with clients and to provide true, values-based comprehensive planning allows you to become part of their trusted advisory team.

We’re a dynamic, growing Vero Beach based Family office with Clients across America in need of Wealth and Legacy Planning. Collaboration and professional growth are key components of our organization. Our entire team works together to provide excellent service to our clients. This promotes continual learning opportunities for staff as they expand their technical knowledge and develop strong relationships with firm owners, executive leadership, clients, and associate professionals.

This is an in-office/virtual position for the right highly motivated, success-oriented person. We walk our clients through tax strategies, wealth protection and preservation, investment opportunities and legacy planning. No need to bring your book of business, we’ve got our own.

We offer highly competitive compensation and benefits, including medical, dental, vision, short- and long-term disability and life insurance. Each year our staff enjoys 10 days of PTO plus 10 paid holidays.

We would be honored if you applied to join our team! We are an equal opportunity employer, offering a fantastic work environment, and challenging career opportunities.

Please submit your resume and cover letter to

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