Wealth Advisor and Coach

Make an impact by helping clients pursue their life purpose and legacy as a Wealth Advisor and Coach. 

Abaris Financial Group LLC is a Concord-based wealth management firm whose mission is to change lives by facilitating personal fulfillment and a lasting legacy for our clients through holistic fee-only financial planning, life planning, coaching and investment management.

Abaris seeks a dynamic, forward-thinking advisor who wants to grow in a fee-only firm where collaboration, creativity, curiosity and community are embraced.  As a Wealth Advisor and Coach at Abaris Financial Group you have the best of both worlds - you will have an existing client base with which to work and you will be rewarded for business development.

Job Responsibilities

• Prepare, present and monitor comprehensive financial plans and investment portfolios
• Deliver presentations and create proposals for prospective clients
• Provide coaching and life planning services
• Develop and present client seminars, workshops and coaching programs
• Provide outstanding, proactive client service
• Develop knowledge and skills through continuing education
• Adhere to all company and industry supervisory guidelines and policies
• Represent Abaris Financial Group at various industry and networking events

Who Are We Looking For?

• 5+ years of experience in financial services
• Passionate about developing deep, meaningful relationships with clients through life planning and coaching as part of a client engagement
• Positive attitude and high energy level
• Bachelor’s degree, graduate degree preferred
• CFP®
• Team-player
• Creative
• Tech Savvy
• Detail- Oriented
• Superb interpersonal and communication skills
• Ability to handle multiple tasks and priorities and delegate where appropriate
• Clean U-4 and U-5 History

Why Abaris Financial Group?

• Led by a Gen-X advisor with 20+ yrs experience
• Best-in-Class resources offered through our relationship with Carson Group Partners
• Multiple client fee models (AUM, hourly, fixed fee)
• Differentiated by our unique life planning and coaching services
• Competitive compensation & benefits

Abaris Financial Group LLC is an Equal Opportunity Employer.  Investment advisor services offered through CWM LLC an SEC Registered Investment Advisor.  Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 00389082-O-0219