Position Description

The Investment Advisor serves as a go-to trusted resource when handling clients’ specific financial and investment needs. Through an intimate knowledge of the wealth management space, the Investment Advisor is responsible for regularly communicating with clients, advising on recommended best practices, and developing in-depth plans to help provide long-lasting financial success.

As a fiduciary, Sandhill is beholden to acting in our clients’ best interests; we devote the necessary time and effort to formulating an investment approach that is uniquely tailored to each individual, family, or business. Our team of Investment Advisors is committed to helping our clients achieve financial comfort and security by prudently shaping their financial future.

The Investment Advisor is responsible for:

• Developing and cultivating new and existing client relationships
• Facilitating an exceptional investment management experience for all private clients, businesses, corporations, and foundations
• Constructing and executing comprehensive wealth management plans while accounting for individual client nuances
• Serving as the primary point of contact for all questions and requests related to account administration and solution implementation
• Conducting ongoing client reviews, regularly updating financial plans, and consistently managing portfolio performance
• Engaging proven experts in tax, accounting, legal, estate planning, and other areas as needed to help solve clients’ unique problems
• Remaining in strict compliance with all SEC rules and GIPS regulations

Who We Are Looking For

• Proven track record of success in cultivating and maintaining client relationships
• Experience in a Financial or Investment Advisor role preferred
• Valid and active professional licenses and designations (CFP, CFA, CPA)
• Bachelor’s degree (preferably in Finance, Economics, or related field)
• Strong written and verbal communication skills
• Self-starter with an entrepreneurial spirit
• Enjoys working in and navigating a fast-paced, ever-changing investment environment
• Ability to work both independently and in a team setting

Job Details and Position Benefits

• Competitive compensation package with unlimited earnings potential
• Partnership opportunities
• 401(k) plan and contribution matching
• Healthcare coverage allowance
• Continuing education and ongoing professional growth opportunities
• Marketing budget allowance

Who We Are

Established in 2004, Sandhill Investment Management has grown from a local startup into a nationally recognized and widely-known investment firm. Today, we manage over $1.8 billion in client assets under management (AUM) and advisement across more than 40 U.S. states.

At Sandhill, our mission is to help high net worth (HNW) individuals and their families find financial comfort and security through trusted execution. To help our clients attain their personal financial goals, we need a team of professionals that can offer prudent guidance and counsel. Investment Advisors are the backbone of our success, and we are seeking new team members who share our client-centric vision.

Apply Today

Looking to be considered for this Investment Advisor position? If so, send a copy of your resume to our HR team at careers@sandhill-im.com. We will contact you directly if your past experience and qualifications align with our expectations of this position.