Jobs

Advisor

Plum Street Advisors is a fast-growing RIA with five advisors and three client-service professionals in MA, CA, GA, PA and LA. Our team manages over $450M in assets for 180 clients, taking a highly customized approach to financial planning and investment management. We are currently looking for an experienced finance professional to join our team—someone who thrives on deep client work and wants to be part of an independent firm that never pitches products or sets sales targets..

 

The Role

We are seeking mid-career professionals with at least five years of experience in finance, investment, wealth management, or an adjacent field.

 

Primary Responsibilities:
  • Comprehensive Planning: Deliver high-touch, customized financial planning services to your clients, and in partnership with Senior Advisors for larger, more complex clients of the firm.
  • Relationship Management: Sustain long-term client connections through proactive, ongoing communication.
  • Portfolio Management: Monitor and manage client investment portfolios using our index-based, ETF/mutual fund approach.
  • Business Development: While Plum Street provides internal referrals and hands-on training, you will also be responsible for organically growing your practice by engaging your professional network and community.
  • Growth & Development of the Firm: Participate in the continuous improvement of Plum Street’s investment, planning and other capabilities
 
What We Offer:
  • Full Support: Our Client Service Associates handle the heavy lifting when it comes to paperwork and account maintenance. Advisors are supported by a first-rate tech stack (Orion and Salesforce).
  • Mentorship & Facilitated Growth: We offer side-by-side mentoring and introduce you to new prospects through our internal referral network. We’ll train you in our unique planning approach to help you successfully transition these firm-provided introductions.
  • A Proven Platform for Your Network: We provide the institutional credibility, sophisticated planning tools, and fiduciary structure that allow you to confidently cultivate and onboard your own professional network.
  • Flexibility: We offer a flexible, remote-friendly environment and are open to part-time arrangements.

 

Our investment approach is index-based and we only purchase ETFs & mutual funds. We do not try to time the market or select individual securities; instead, we match portfolios to a client’s specific needs. The only revenue our firm earns is the fee we charge our clients on AUM—which significantly reduces potential conflicts of interest.t.

While a CFP® or CFA designation is highly desirable, we are happy to consider candidates who are interested in pursuing one of these designations during our first few years of work together.

We are a flexible work environment, and we have multiple remote advisors working successfully right now. We are open to part-time arrangements. If you are interested, please email your resume and a brief note to us at jobs@plumstreetadvisors.com.