Jobs

Senior 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 senior, seasoned professionals with at least fifteen years of experience in finance, investment, wealth management, or an adjacent field. We value diverse backgrounds; many of us have joined Plum Street as a second career after successful careers elsewhere.

 

Primary Responsibilities:
  • Comprehensive Planning: Deliver high-touch, customized financial planning services.
  • Client Acquisition: Client acquisition is an expected part of the role. Plum Street will initially provide internal referrals to all of its new advisors and hands-on training through those referrals. Our sales process is primarily relationship-based and someone who thrives in this role will value developing a network and engaging in business development.
  • 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.
  • 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).
  • Scalable Growth & Referrals: While you will cultivate your own network, we provide internal referrals to help you scale your book. These include existing client relationships and new prospects strategically passed along by other Senior Advisors within the firm.
  • Mentorship & Leadership: We offer side-by-side mentoring and train you in our unique planning approach.
  • Flexibility: We maintain a flexible work environment with several successful remote advisors 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.

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.