ThirtyNorth Financial Advisors are integral members of the client services team. Advisors collaborate closely with firm principals and other members of the ThirtyNorth team to deliver investment activities and financial planning for clients, while supporting business development efforts across wealth management and retirement planning. Day to day responsibilities are varied but all centered around total client relationship building, whether as a part of the team or as the advisor.
Advisors must be highly collaborative and curious, as they work closely with others across the ThirtyNorth team to ensure client success and impact. Advisors must be passionate for building strong client and team relationships anddedicated to broader firm success. This role is best suited for an individualwho is looking to expand their skillset in a boutique financial consulting role. As the firm continues to grow, there is great opportunity for this role to expand.