Financial Advisor

As a Financial Advisor, you will be the voice of Copley Financial Group, Inc. to our clients. You will work individually and partner with the rest of our team to provide the best service possible. With our commitment to being a fee-only fiduciary firm, you’ll understand knowing how our compensation structure coexists with our clients’ best interests without relying on commissions.

A day in the life:

  • Build trusting relationships with our clients and educate them on our portfolio strategy, investment philosophy, and important market events

  • Proactively connect with clients on a regular basis to review their personal finances to ensure we are on the right track towards their financial future

  • Build your portfolio of clients

Your qualifications:

  • 3+ years of creating trust and building client relationships within the financial industry

  • Series 65

  • Bachelor’s degree in finance

  • A consultative approach on clients’ well-financial-being

*Not hiring at the moment for this position