Financial Advisor

Kijowski Investments | In-Person | Full-Time
Salary: Competitive, Based on Experience

Who We Are

At Kijowski Investments, we offer customized financial planning and investment management tailored to each client’s goals. We believe in building long-term relationships founded on trust, integrity, and proactive communication. Our structured approach helps clients feel secure about their financial future—and keeps us focused on delivering results.

We are growing and looking for a Financial Advisor who’s ready to grow with us. For the right person, this role offers a clear succession plan, including the opportunity to purchase the practice.

The Role

This is a client-facing role where you’ll manage relationships, create comprehensive financial plans, and guide clients through every stage of their financial journey. You’ll also be an important part of our long-term succession planning, with a path toward taking over the practice.

We’re looking for someone who is persuasive, makes an immediate positive impression, and demonstrates unwavering integrity in everything they do. Success in this role requires someone who can communicate complex financial strategies in a way that makes clients feel confident and cared for.

You’ll need to take initiative, manage competing priorities, and perform well under pressure—especially when dealing with high-net-worth clients who expect excellent service. If you’re someone who thrives on helping people and takes pride in delivering personalized financial solutions, you’ll find a great fit here.

Key Responsibilities

• Lead client review meetings and present financial strategies with clarity and confidence.
• Develop and manage customized investment portfolios aligned with client goals.
• Drive client acquisition through referrals and firm-led seminars, using a consultative sales approach.
• Build lasting client relationships by delivering consistent service and following up on key action items.
• Participate in business development efforts and support the long-term succession plan of the firm.
• Utilize Redtail CRM, Orion, and other platforms to manage client interactions and portfolio strategies.

What We’re Looking For

You’re a strong communicator who knows how to listen first and speak with purpose. You make a great first impression and can quickly build rapport and trust. You’re proactive, not reactive, and you take pride in managing your time and responsibilities effectively. You stay cool under pressure and are always learning—because you know our industry never stands still.

The six most important qualities we’re looking for:

• Persuasive Communication : You know how to influence decisions through thoughtful, client-centered conversations.
• Impact : You command attention and respect from the first interaction.
• Integrity : You operate with honesty and uphold ethical standards in every relationship.
• Presentation Skills : You’re confident when presenting to individuals or groups, tailoring your approach to their needs.
• Initiative : You take action to move things forward, without waiting for direction.
• Time Management : You plan your day and prioritize tasks effectively, focusing on what matters most.

If this sounds like you, we want to talk.

Ready to Take the Next Step?

If you’re ready to make an impact and grow your career with Kijowski Investments, submit your resume and a cover letter that tells us why you’re a great fit.

This is more than a job—it’s your opportunity to lead, grow, and build a lasting legacy.

Requirements

• Series 7 and Series 63 required. Series 65/66 and CFP® a plus.

• 3-5 years of experience in financial advising or wealth management.
• Experience with Cambridge broker-dealer systems, Redtail CRM, and Orion is helpful.
• Strong knowledge of financial planning, investment strategies, and wealth management best practices.

Benefits

Compensation & Schedule

• Schedule: Monday - Friday | 9:00 AM - 5:00 PM
• Location: In-office
• Compensation: Competitive salary based on experience
• Growth Opportunity: Clear path toward practice ownership and leadership