About the job

Morton Wealth is currently looking to add a new Financial Planning Advisor to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $2.8billion in assets across 1,100+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.

At Morton, our Financial Planning Advisors play an important supportive role in the client experience as we believe that offering high-quality, nuanced financial planning is at the core of the value we bring to our clients.  Asa Financial Planning Advisor, you will act in a hybrid capacity that bridges the skillset of financial planners and wealth advisors.  Working closely as a strategic partner with our Wealth Advisors, the core focus of this role is to advise high net worth clients on non-investment related financial planning subjects, including estate, insurance tax, business and cash flow planning. In this role, you will have the opportunity to build relationships with our top clients, as well as participate in the growth of the company.  Because we want our clients to have as strong of trust and relationship with our Financial Planning Advisors as they do with their Wealth Advisor, each day offers opportunities to build your client-facing skillset, as well as planning acumen.  

Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence – Adds thoughtful and intuitive analysis when brainstorming with the team. Exceptional attention to detail and works efficiently with little oversight.
• Empowerment – Confident in recommendations and relays information in a way that is understandable when presenting to clients. Desires to continue learning and take on a specialty.
• Empathy – Helps other team members by considering what they will need to be successful.
• Ethical – Makes decisions and recommendations based on the best interest of the client.
• Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
• Enjoyment – Personal goals are focused around the team, personal fulfillment and helping others.

Daily responsibilities include:

• Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
• Provide advisory team with updates on current financial planning news and changes.
• Develop comprehensive financial plans for high net worth clients, utilizing proficiency with eMoney.

Experience Requirements

·       Minimum 3 years of experience in a financial planning or advisory role at a wealth management firm (preferably an RIA)

·       Certified Financial Planner (CFP) certification

Our Offer:

• Competitive compensation package
• Retirement and health benefits
• Transparent career tracks and opportunities for advancement within the organization

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