Our approach:
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Our team strives to provide an elevated standard of care to individuals, families and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, and passion for making a difference to help them live more meaningful and impactful financial lives.
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We are seeking an experienced financial advisor with a strong background serving the financial planning and wealth management needs of women and families.
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Our commitment to this mission is defined by three core principles:
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- Collaborative Approach
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- Personalized Advice
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- Lasting Relationships
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Company description:
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Fields Wealth Management is a 30-year-old wealth management practice managing $1.4 Billion AUM and serving 1200+ clients.
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Charla McIntyre Fields and our team at Fields Wealth Management have been recognized for the following:
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- Fields Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024-2025
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- Charla K McIntyre Fields, inducted to Barron's Hall of Fame (for ranking 10 years on Barron's Top 100 Advisor lists), 2022
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- Charla K McIntyre Fields, Barron's Top 1,500 Financial Advisors, 2026
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- Charla K McIntyre Fields, Barron's Top 100 Independent Financial Advisors, 2020, 2023-2025
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- Charla K McIntyre Fields, Barron's Top 1,200 Financial Advisors, 2014-2025
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- Charla K McIntyre Fields, Barron's Top 100 Women Financial Advisors, 2013-2026
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- Charla K McIntyre Fields, Advisor Hub Advisors to Watch (over $1Bil), 2022, 2025-2026
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- Fields Wealth Management, Ameriprise Client Experience Award, 2025
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- Charla K McIntyre Fields, Ameriprise Circle of Success Chairman's Advisory Council, 2002-2026
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About the job:
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- As Relationship Managers, Advisors are responsible to establish, build upon, and maintain trusting long-term relationships.
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- As Financial Planners, Advisor provides planning expertise based on client needs.
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- As Behavioral Coaches, Advisors shape client behavior through proactive and reactive outreach, helping them stay focused on their goals.
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- Be an active part of a collaborative team and share best practices.
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- Put investors on a path to a successful financial future.
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- No transferrable AUM required.
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Qualifications:
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- Minimum 5 years of experience in comprehensive financial planning.
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- Extensive experience serving the financial planning and wealth management needs of women and families.
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- Active Series 7 license and Series 66 or combination of series 63 and 65
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- Strong understanding of financial planning concepts.
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- Proven demonstration of client-facing skills and experience.
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- Exceptional communication and interpersonal abilities.
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- Comfortable with industry technology and software applications, experience with MoneyGuide a plus.
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- A positive attitude and a desire to achieve.
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- Dedication to serving clients.
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- Desire for a long-term career with the firm and the ability to build lasting relationships with our clients
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- Clean regulatory history.
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Compensation:
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- Base Salary $65,000- $85,000 DOE
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Variable/Performance Compensation:
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- On-target earnings up to $95,000 per year.
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Health, Dental, and Vision Insurance
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401K Plan with company matching