Role Description for Financial Advisor

At MidCoast, we’re building something most firms only talk about — true integration of wealth and tax professionals.

That means as an advisor here, you’re not boxed into just talking investments; you get to deliver deeper, planning-first advice with a team sitting right beside you.

You’ll have the backing of a dedicated planning director, an investment team, and shared services so you can focus on clients and growth — not wearing every hat.

And unlike big firms where you’re just another producer, here there’s real opportunity to build long-term relationships with clients without feeling the pressure to simply go find the next sale. You’ll be part of a culture that puts people first.

You’ll notice it the moment you walk in our doors. It just feels different.

We offer:

· True collaboration amongst our team that brings deeper value for clients

· Growth without burnout – our advisors focus on clients with the help of a fully integrated team that brings financial, investment, and tax planning strategies to the table in a fully collaborative environment

· A culture that feels different – core values that are lived out, not just posted on a wall

· Aligned compensation that puts clients’ best interests first

Looking for a breath of fresh air? A calm blue ocean in a sea of sameness?

Come to MidCoast to be a “Culture Advocate” who embodies the core values and works toward our mission of doing things that inspire “well done” from our team, clients, and community.

Core Values:

· Other’s First – Serving leads to the greater good of the organization, each other, and ourselves.

· Build Trust –Do what you say, no surprises; treat it like it’s your own; follow through

· Communicate Well – Listen first, speak second. Say what you mean, mean what you say. If there’s an issue, let’s deal with it

· Be Hungry – Get after it! Process improvement; make things better than what you found it.

Our financial advisors are responsible for:

· Leading and growing client relationships

· Delivering planning-focused advice and driving comprehensive financial planning engagement

· Educating on product and advice solutions to help clients take action

· Collaborating with internal teams including client service, operations, investments, planning, and tax strategy

· Maintaining and growing professional and technical excellence and finding an area of specialty

Competency (hard skills)

· Technical know-how regarding financial planning strategies

· Tax planning strategies

· Investment strategies

· Software usage

· Financial planning strategic mind

· Learning to specialize in one or two areas, but technical chops in all areas

· Being able to speak about a topic adequately

· Execution on tasks and follow through

· Always learning and growing

Empathy (soft skills)

· Understanding the behavioral side of planning (why people do the things they do)

· Understanding body language, reading people

· Communicating well to clients and team, which starts with listening well

· Communicating in ways that doesn’t overwhelm clients with jargon, but rather simplifies the complexities

· Collaborating with other team members for the greater good of the business and client

· Speaking about topics adequately (no bluffing your way thru it) while noticing clients’ social cues and interests, and effectively navigating through conversational back and forth (reading the room)

Pay and Benefits

· We offer a base, bonus, and profit-sharing structure. These depend on previous experience and will be discussed in a formal interview

· Individual incentive plan paid quarterly

· Team profit-sharing plan based on profitability of the company

· Generous vacation and PTO days depending on overall experience

· 401k with 4% match after 6 months

· 50% of health insurance paid for individual coverage

· A relaxed, collaborative team environment

· A company culture that values the Golden Rule in treating others how we’d want to be treated

· Continuing education subsidized

If you made it this far...

· Submit cover letter to midcoastwealth@ampf.com detailing:

o Why you want this position

o What relevant experience you bring to the table and how you think you’d fit in our culture

Job Type: Full-time

Pay: $80,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Compensation Package:

• Bonus opportunities
• Profit sharing

Work Location: In person