Senior Financial Advisor

Telarray is a fast growing, dynamic fee-only financial planning and investment management firm who is adding an experienced Senior Advisor to our team. Telarray offers a comprehensive benefits package, as well as a path to equity partner for this position.

Our ideal candidate will possess the following qualities:

• CERTIFIED FINANCIAL PLANNER™ designation and/or CFA Charterholder.
• Strong desire to join a fee-only financial planning team with a passion for helping clients of the firm reach their financial goals.
• Ability to articulate/demonstrate strong communication skills and aptitude in a team atmosphere.
• Required 7 years of applicable industry experience, including:
  • Writing and presenting comprehensive financial plans one-on-one with clients.
  • Building long-term client relationships with clients.
  • Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning.
  • Analyzing and presenting investment portfolios to clients.
  • Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter.
  • Preparing and delivering presentations to organizations for business development and educational purposes.

**** Salaried position commensurate with experience. Must pass a criminal background check and a credit check.

If this sounds like the opportunity for you, please send resume and cover letter to rpaessler@telarrayadvisors.com. We look forward to hearing from you.