About Us:

For 28 years, Blue Heron Financial Group has been a cornerstone in the financial planning industry, helping individuals, families, and businesses achieve financial clarity and long-term success. We pride ourselves on our client-first philosophy, personalized service, and a collaborative team culture that values integrity, growth, and innovation.

Position Overview:

We are seeking a seasoned Financial Advisor to join our dynamic team. The ideal candidate is a client-focused professional with a proven track record in financial planning, investment strategy, and relationship management. You will play a key role in guiding clients through complex financial decisions and helping them achieve their life goals.

Key Responsibilities:

Build and maintain strong, long-term relationships with clients by implanting the Blue Heron process and dedication to the client experience.
Develop comprehensive financial plans tailored to individual client needs.
Provide expert advice on investments, retirement planning, tax strategies, estate planning, and risk management based on the Blue Heron way.
Monitor client portfolios and make recommendations based on market trends and life changes.
Be a valued member of the team by collaborating with internal teams to deliver a seamless client experience.
Stay current with financial regulations, products, technology and industry trends.
Follow the well-defined Blue Heron processes and bring new ideas to contribute to always improve efficiencies and systems.

Qualifications:

5–10 years of experience as a Financial Advisor or in a similar client-facing financial role.
Certified Financial Planner (CFP®) designation strongly preferred.
FINRA Series 7 and 66 (or equivalent) licenses required.
Bachelor’s degree in Finance, Economics, Business, or related field.
Exceptional interpersonal, communication, and analytical skills.
Demonstrated success in managing and growing a client book of business.

What We Offer:

Competitive base salary plus performance-based incentives.
Comprehensive benefits package including health, and 401(k).
Ongoing professional development and certification support.
A collaborative, values-driven work environment.
Opportunity to make a meaningful impact in clients’ lives.

How to Apply:

Please submit your resume to Margaret Kosmerl at margaret.kosmerl@lpl.com.

Blue Heron Financial Group

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