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 FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, 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
Skills Required
- Bachelor's degree
- Certified Financial Planner designation, or CFA or CPA designation considered
- Certified Kingdom Advisor designation, attained or willingness to attain
- Participation in a Kingdom Advisors study group
- Ongoing professional development, continuing education, or advanced designations
- 10+ years as a financial planner, investment advisor, or in directly relevant experience
- Experience leading client relationships and supporting advisory staff development
- Ability to handle confidential and sensitive information discreetly
- Leadership experience in a collaborative, client-centric team environment
- Strong organizational, project management, communication, and interpersonal skills
- Proficiency with PC applications including Microsoft Office
- Experience with FinTech applications such as Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, or Holistiplan
What We Do
One Degree Advisors helps people who are committed to connecting plans for their finances, family, and future. Your financial future can be complex, making it difficult to cut through the noise and know what steps to take next. Every small detail can have a large impact on your finances, the same way a single degree can cause a plane to travel off course from its intended target. Every degree counts!
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