As a Financial Advisor, you will shape a new client offering, working with Wealth Management to deliver top-notch advisory services. You will develop customized financial plans, maintain client relationships, and provide ongoing financial advice. Responsibilities include understanding client needs, recommending investment strategies, and exceeding client expectations.

As a Financial Planner Consultant at Ellevest, you'll connect with clients to assess their financial situations, recommend appropriate services, and provide education on budgeting, saving for retirement, and more. You will also present to groups while maintaining compliance with industry standards and collaborating with team members.