Welcome To Joey Bocci Financial - Applying For The Personal Financial Advisor Position

Financial Advisor / Junior Planner

Position Title: Financial Advisor / Junior Planner
Location: Joey Bocci Financial, LLC
Reports To: Founder & Lead Advisor

Position Summary

Joey Bocci Financial is seeking a growth-minded Financial Advisor to serve clients, develop trusted relationships, and grow into a leadership role within the firm. This is an opportunity for an advisor who desires more than a production-focused position. The ideal candidate is passionate about helping people make wise financial decisions, values long-term relationships, and is eager to become a future partner in a growing independent advisory practice.

The Financial Advisor / Junior Planner will work closely with the firm's founder to deliver an exceptional client experience, deepen existing client relationships, and contribute to the strategic growth of the business. Must be managing at least $20,000,000 in current AUM and looking to grow with Top Advisor Team.

Primary Responsibilities

Client Relationship Management

Lead and participate in client meetings.
Develop comprehensive financial plans and recommendations.
Monitor client progress toward financial goals.
Coordinate investment, retirement, tax, estate, insurance, and cash flow planning strategies.
Maintain ongoing communication and proactive service with clients.
Identify opportunities to deepen relationships and add value.

Financial Planning

Gather and analyze client financial data.
Prepare and present financial plans.
Collaborate with clients' attorneys, CPAs, and other professional advisors.
Stay current on financial planning, tax, and investment trends.

Business Development

Develop and maintain referral relationships.
Participate in networking and community involvement opportunities.
Identify and cultivate prospective client relationships.
Assist in executing the firm's growth initiatives.
Contribute to marketing and client appreciation events.

Leadership & Partnership Development

Participate in strategic planning and firm initiatives.
Help improve systems, processes, and client experience.
Mentor support staff and contribute to team development.
Demonstrate ownership mentality and commitment to the firm's mission and values.
Grow toward increased responsibility and future equity participation.

Qualifications

Required

Bachelor's degree in Finance, Business, Economics, or related field.
Series 7 and Series 66 (or equivalent licensing).
Strong interpersonal and communication skills.
High degree of professionalism, integrity, and emotional intelligence.
Ability to build trust and develop long-term relationships.
Self-motivated with strong organizational skills.

Preferred

CFP® certification or CFP® candidate.
3-10 years of experience in financial planning or wealth management.
Experience managing client relationships.
Business development experience.
MBA, CFA®, CPA, or other advanced credentials are a plus.

Ideal Candidate Profile

The ideal candidate:

Believes financial planning is about people first and money second.
Possesses an entrepreneurial mindset.
Enjoys building meaningful relationships.
Is coachable, humble, and collaborative.
Has a desire to grow personally, professionally, and financially.
Wants to help build a world-class advisory firm.
Seeks a long-term career path that includes leadership and partnership opportunities.

Success Measures

Within the first 12–24 months, the advisor will:

Assume responsibility for an assigned segment of client relationships.
Demonstrate exceptional client retention and satisfaction.
Generate new client opportunities through referrals and networking.
Contribute to firm growth and operational improvements.
Develop a clear pathway toward a Junior Partner role.

About Joey Bocci Financial

Joey Bocci Financial exists to help people steward their resources wisely so they can live with greater purpose, freedom, and impact. We strive to provide thoughtful financial guidance, trusted relationships, and an exceptional client experience while helping clients align their finances with what matters most.

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