Employee-Owned Finance Advisor Jobs

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Financial advisor jobs at employee-owned companies bring together expertise in wealth management with a culture of shared ownership, forging a professional environment that emphasizes financial security and collaborative success. With a direct stake in their company’s success, financial advisors not only provide expert guidance for wealth growth and preservation but also offer customized financial strategies, stay abreast of market trends, maintain ethical standards, foster client relationships built on trust, and proactively adapt investment portfolios to changing economic conditions, contributing to the organization's enduring success by securing the financial futures of clients and aligning their financial expertise with the collective prosperity of the company.

Financial advisor jobs typically include a bachelor's degree in finance or a related field, relevant certifications (such as Certified Financial Planner or Chartered Financial Analyst), strong analytical and communication skills, knowledge of financial products and regulations, and a commitment to providing sound financial advice and strategies tailored to clients' needs and goals. Financial acumen combined with ownership culture cultivates a motivated, empowered, and well-informed workforce, helping clients secure their financial futures while contributing to the company's lasting success by delivering comprehensive financial solutions that align with both individual advisory skills and the shared well-being of its employee-owners.

Employee Ownership

Employee ownership changes the relationship between the company and employee. Today there are 6,400 employee-owned companies in America.

Wealth Building

Working at an employee-owned company provides tremendous wealth-building benefits beyond conventional roles. Employee-owned companies provide every employee with reasonable access to ownership through broad-based structures such as Employee Stock Ownership Plans (ESOPs), Employee Ownership Trusts (EOTs), or even Direct Share Ownership Plans (DSOPs). 

Ownership aligns interests and encourages wealth accumulation as the company thrives, enhancing the financial security of the employee-owners and positively impacting the culture of the business.

Ownership Culture

Broad-based ownership creates alignment, fosters commitment, increases collaboration, and drives innovation. Giving employees a direct financial stake in the success of the company incentivizes efficiency, leads to improved decision-making, and increases customer satisfaction. The shared responsibility created by an ownership culture strengthens the company’s performance, which benefits employees through shared ownership. 


  • Excellent written and verbal communication skills
  • Strong attention to detail and organizational skills
  • Positions list a wide range of experience, ranging from 1-10 years of baking/finance/accounting experience
  • Degree requirements vary from a Bachelor’s degrees in Accounting, Finance or related fields
  • Proficient in using office equipment and technology, i.e. laptop, scanner, printer, apps, camera phones, etc. is required for most positions
  • Most roles require you to pass background check and drug screen
  • Ability to complete necessary licenses/certifications upon hire