Financial Advisor
TSN Wealth & Tax Management is seeking a purpose-driven Financial Advisor who desires to serve clients through biblically aligned financial planning. This is a unique opportunity to join a firm where faith and finance work hand-in-hand—helping families steward their wealth with wisdom and eternal perspective.
What You’ll Do:
• Build and nurture lasting relationships with clients based on trust, biblical values, and sound financial guidance
• Create comprehensive, faith-aligned financial plans including investment, retirement, giving, tax, and estate strategies
• Conduct regular client meetings and proactively recommend strategies to meet life goals and Kingdom impact
• Collaborate with our in-house team of tax, accounting, and investment professionals for holistic service
• Stay informed on financial markets, tax laws, and stewardship-based planning principles
• Operate under the Fiduciary Standard—always acting in the client’s best interest
What We’re Looking For:
• Bachelor’s degree in Finance, Accounting, Business, or related field
• CFP®, CPA, or Series 65 (or active progress toward one) preferred
• Experience in financial advising, wealth management, or related field
• A personal commitment to biblical stewardship and integrity
• Excellent communication skills and a genuine heart for helping others
What We Offer:
• Competitive base salary plus revenue-share incentives
• Client-cap to prioritize and foster meaningful relationships
• Access to in-house tax and accounting experts
• Ongoing faith-based professional development
• Supportive, mission-minded team culture that encourages spiritual and professional growth
• Paid Time Off, Long-term disability 401k and more
• Long-term ownership potential
Interested? Send your resume & cover letter to rnewsome@tsnadvisors.com
