Associate Financial Advisor

JOB DECRIPTION

The Financial Advisor role is responsible for managing current and cultivating new financial planning client relationships. This position will work individually as well as in collaboration with an advisory team to help OakCrest clients achieve their financial goals. The Advisor is accountable for meeting firm objectives for client retention, growth, and customer service.

Key Areas of Responsibility:

• · Manage client relationships and/or provide client relationship support for our financial planning clients
• · Support our clients by providing comprehensive investment solutions and retirement plans to meet their goals now and for their future
• · Develop retirement projections, investment analyses, risk management analyses, and estate plans with subsequent recommendations using our Emoney planning software
• · Maintain and grow client relationships, assets, and revenue
• · Help in delivering a complement of support, customer service and other related resources to your OakCrest team and clients
• · Respond to client requests in a professional manner, continually aspiring to deliver excellent client service
• · Assist the firm in marketing efforts to attract new clients
• · Meet all OakCrest compliance requirements and operational processes
• · Actively participate in training and development to continually improve ability to provide best advice and optimal service for clients

Qualification Requirements:

• · Passion for helping clients achieve their financial goals
• · Bachelor’s degree
• · Minimum of 3 years experience in personal financial planning (Investment advisory or insurance industries)
• · Series 7 & 66 (or 63/65) licensed
• · CFP Designation preferred (or future desire to obtain) with good command of financial planning, investment planning, estate planning, and insurance planning
• · Excellent written and verbal communication skills
• · Strong organizational, analytical and interpersonal skills
• · Desire to work in a team environment and be a team player
• · Ability to manage and process multiple tasks efficiently and accurately
• · Warm, friendly personability with the ability to connect with people and develop long term relationships
• · Familiarity with our current systems is a plus, but not required: Redtail, Emoney

What makes this opportunity unique:

• · Not a commissioned sales role
• · No portable book of business required

What we’re offering - Benefits:

• Hybrid work environment with ability to work from home 1 day a week (while meeting essential job functions)
• Competitive salary depending on experience and credentials
• Potential for incentive compensation
• 401k plan with employer matching
• Health, dental and vision coverage
• Paid time off
• Paid Holidays – 13 days in 2025
• Tuition reimbursement
• A collaborative office culture with an emphasis on work/life balance
• Mentoring and learning opportunities to enhance career track

Qualified candidates will start the process by having a 15-30 min phone interview with the CEO.

Registered Representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OakCrest Capital, LLC are separate companies and are not affiliated.