Financial Advisor

About NEST Capital

NEST Capital is a large, close-knit, independently owned financial advisory team with

multiple practices, Jyl Schaer of NEST Capital being one of those practices. NEST

Capital manages $4.0B 1 in assets under management and we have more than seventy

associates located within our sixteen office locations in Ohio, Colorado, Florida,

Georgia, Illinois, Indiana, North Carolina, and Louisiana. Our mission is to help financial

advisors find a better path to independence, while providing more options when it

comes to owning and running your own business.

Job Summary

We are seeking an experienced Financial Advisor to join our team. The successful

candidate will provide experienced financial guidance to high-net-worth individuals,

families, and businesses, helping them achieve their financial goals. The Financial

Advisor will be responsible for developing and implementing comprehensive investment

plans, managing client relationships, and identifying new business opportunities.

Key Responsibilities

Develop and maintain strong relationships with high-net-worth clients,
understanding their financial goals and objectives
Serve as the ‘Servicing Advisor’ on existing practice clients, as needed
Build, update and implement comprehensive investment plans, including
investment, tax and estate planning strategies, and retirement planning for new and existing clients
Conduct financial analysis and provide recommendations on investment strategies, asset allocation, and risk management
Collaborate with other financial professionals, such as attorneys and accountants, to provide integrated financial solutions
Identify and pursue new business opportunities, including networking and marketing efforts
Stay up to date on industry trends, regulatory changes, and market developments
Mentor and support junior financial advisors in their professional development
Participate in business development and growth initiatives

Requirements

Bachelor’s degree in finance, accounting, or related field
Professional certifications, such as CFP or CIMA
Hold an active Series 7, Series 66 securities registrations and both Life & Health
Insurance Licenses
Minimum 5-7 years of experience in investment planning and wealth management
Track record of success in developing and maintaining client relationships
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Strong knowledge of investment planning software and technology

Preferred Qualifications

An existing book of business of transferable client business, strongly preferred
Additional professional certifications, such as CAIA, CPA, CFA
Experience working with high-net-worth clients
Familiarity with investment planning software, such as eMoney

What We Offer

If you are a motivated and experienced financial professional looking for a new

challenge, we would like to hear from you.

How to Apply

If interested, please send a copy of your resume and cover letter to

info@NESTCapital.com or visit our website to learn more.

NEST Capital is an equal opportunities employer and welcomes applications from

diverse candidates.

1 data as of 8.31.2025

Investment products and services are offered through Wells Fargo Advisors Financial

Network, LLC (WFAFN), Member SIPC. Jyl Schaer of NEST Capital is a separate entity

from WFAFN.

Job Type: Full-time

Benefits:

Ability to Relocate:

Work Location: In person

NEST Capital

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