Senior Financial Advisor

Job title: Senior Financial Advisor – Retirement & Asset Protection Planning About Garavello Capital Garavello Capital is a U.S.-based financial planning firm that helps individuals and families protect their assets and plan for life’s biggest milestones. We specialize in retirement planning, asset protection, and college planning. Every client gets a strategy built around their own goals, timelines, and long-term vision, never a one-size-fits-all solution. Our advisors build lasting client relationships and deliver thoughtful, client-centered financial guidance. The Role We’re hiring a Senior Financial Advisor for a full-time, fully remote position. You’ll provide comprehensive financial planning to individuals and families, with a focus on retirement income planning, asset protection, insurance strategies, and college savings. If you’re an experienced financial planner or wealth advisor who wants to work independently while being backed by a collaborative team, we’d like to hear from you. What You’ll Do Assess clients’ complete financial picture, including income, assets, risk exposure, and long-term goals Build personalized financial plans covering retirement income, asset protection, insurance, and college funding Present clear, actionable recommendations to clients and their families Review and update plans regularly as clients’ lives and goals change Monitor market trends and regulatory changes, and adjust strategies as needed Collaborate with internal partners to deliver integrated, holistic solutions Grow and manage your client book through proactive outreach and relationship management Keep accurate documentation of client meetings, plans, and recommendations What You Bring Proven experience as a financial advisor, financial planner, or wealth management professional serving individuals and families Strong expertise in retirement planning and long-term income strategies Experience with asset protection, insurance, and long-term planning preferred CFP®, ChFC®, or similar professional certification strongly preferred Self-motivated and comfortable working remotely while managing multiple client relationships Confident with virtual meeting tools, CRM systems, and digital documentation