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Join Our Team

Daily we strive to provide the type of environment where our people can thrive.

Brian Willet

Financial Advisor Photo
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Financial Advisor

Financial Advisor

The Financial Advisor will be primarily responsible for each client relationship assigned to them and delivering on the Beyond Tangible Wealth experience.  This will include community involvement, initiating new client relationship, onboarding new clients, serving existing clients based on the relationship structure, and leading our support team to best serve our clients in an ongoing, active relationship.  The Financial Advisor position is a full-time position for both experienced financial advisors and inexperienced individuals who have worked through our unique, internal financial advisor career path.

Primary Role:

  • Community Involvement
  • Become an "expert"
  • Initiate new client relationships
  • Onboard new clients
  • Serve existing clients based on the relationship structure
  • Communicate and lead support team members to best serve the client
  • Strive to learn new skills and grow in your leadership skills

Compensation Structure:

  • Base Salary with growth potential
  • Full-time benefits can be discussed in detail in the interview process

If interested to learn more about this position, please send your resume or LinkedIn profile link to our team at ask@beyondtangible.com.