One Degree Advisors

Financial Planning and Analysis

• Lead premier client relationships and oversee advisory team members
• 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 preparation and follow-up, and plan development with the Advisory team
• Lead planning projects relating to tax, estate, insurance, and employee benefits
• Provide day-to-day oversight and mentorship of advisory team members
• Stay updated and educated on relevant technology resources and emerging planning tools
• Construct investment portfolios
• Perform basic investment trading
• Contribute to marketing, community development, networking, educational content, and new business development
• Work with and support the strategic direction of the firm
• Adhere to and help shape operational processes and procedures
• Document notes and tasks within operational procedures
• Manage and cross-train staff as needed
• Support 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
• Practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give

Explore Senior Financial Advisor at One Degree Advisors. Review requirements and application details.

Open roles

Senior Financial Advisor