What is the core purpose behind the company? Abbey Street exists to help individuals and families gain clarity and confidence in their financial lives by delivering comprehensive, transparent, fiduciary wealth management advice that aligns with each client’s goals and values.

We are looking to add a team member to the Private Wealth Management team. We are seeking a dedicated and experienced Advisor. The ideal candidate will have a passion for relationships and client service. This candidate must have a strong alignment with the Core Values of our firm. We are looking for someone who thrives in a team setting. This position will have a focus on comprehensive planning and will work alongside teammates who have expertise in investments and business development. In our industry we find many firms are structured so “new accounts” drive the financial success of the organization and the employees. This can quickly turn a person or family into an account number. Our focus is client service. We believe strong service and relationships are the best way to ensure our clients know we are experts, we are trustworthy, and we are here for them.

- Bachelor’s degree is Finance, Accounting, Economics, Business, or related field. - Experience in financial planning, wealth management, estate planning, accounting, or investment advisory roles - CFP®, or currently in pursuit of CFP®, preferred - Strong understanding of financial planning and ability to deliver complex topics to clients in clear terms - Excellent communication and interpersonal skills; high EQ - Proven ability to build and maintain long-term client relationships - Detail-oriented, organized, and able to handle multiple priorities in a fast-paced environment - Alignment with firm’s core values

Provide Comprehensive Planning Expertise: - Balance Sheet - Cash Flow Planning - Estate/Tax/Gifting - Insurance - Risk Management - Goal Strategy Client Service - Proactive service and communication ~Build trust and relationships with clients ~Quarterback role between client, internal team, and external parties ~Read the room; identify when everyone has all the information they need ~Work efficiently and be able to prioritize tasks Service Process: - Oversee scheduling, meeting material prep, presentation to clients, and follow-up items - Strong communication with other team members inside of Abbey Street - Develop expertise and properly use the technology assigned for client service and reporting - Follow fiduciary and compliance processes

What is the core purpose behind the company? Abbey Street exists to help individuals and families gain clarity and confidence in their financial lives by delivering comprehensive, transparent, fiduciary wealth management advice that aligns with each client’s goals and values.