Financial Advisor

At Pointer Financial Advisors, we work with our clients to help them achieve the lifestyle they want—now and in retirement—by delivering thoughtful, personalized financial advice. As a fee-only, fiduciary firm, we are driven by our clients' success, not commissions. Every strategy we recommend is made with their best interest at heart.

We’re seeking a service-oriented Financial Advisor to join our growing team in Columbia, MD. This role is ideal for someone who thrives in a collaborative environment, enjoys problem-solving, and finds fulfillment in building long-term relationships with clients.

As a firm that believes success starts with taking care of people, we offer a supportive, flexible environment that enables our team to bring their best selves to work every day. Our culture emphasizes trust, autonomy, and impact.

Key Responsibilities

• Build and maintain comprehensive financial plans tailored to each client’s goals
• Conduct investment research, analyze markets, and participate in portfolio construction
• Clearly communicate the reasoning behind investment and planning recommendations
• Stay current with economic, tax, and planning trends that impact client strategies
• Educate clients on financial concepts, market trends, and investment strategies
• Assist with the implementation of financial plans, including account setup, rollovers, and coordination with custodians
• Guide clients through major life events like retirement, home purchases, college planning, and equity compensation decisions
• Develop and nurture relationships with clients, centers of influence, and prospective referrals
• Maintain client data in the CRM and follow workflows to ensure timely service
• Collaborate with team members on internal processes and contribute to firm-wide initiatives
• Support compliance efforts by documenting client activity and staying informed on regulatory requirements
• Collaborating with the marketing team to develop and execute client-focused events, such as financial planning workshops, webinars, or networking gatherings, to attract new clients and strengthen brand presence.
• Networking to identify and engage prospective clients, attending industry events, and building referral partnerships.
• Lead new client onboarding, including discovery meetings, data collection, and introduction to our process