Careers & Oppotunities
Client Relation Advisor
Position Overview
The Client Relationship Advisor will serve as the primary point of contact for a defined group of clients, managing between 70–100 households with assets in the range of $100M.
This role is focused on client service, relationship management, and financial planning delivery. “Cold calling” and/or prospecting is NOT expected. However, role will involve interacting with prospects/have involvement in client onboarding process.
Meet Our Team
Curt Stowers, CFP®, PhD, MS
President & Financial Advisor
Josh Duncan, CFP®
Partner & Financial Advisor
CLIENT SUPPORT
Charmaine Erasquin
Jennifer Kennedy
PLANNING SUPPORT
Nick Prigitano, CFP®
FRACTIONAL CFO SUPPORT
Harneet Kaur Kamboj, CMA
Naveen Prabakaran
VISION & VALUES
F5 Financial is driven by Vision and Values that define our brand culture. These are the elements that guide and inspire us to serve you with integrity and excellence.
Vision
To cultivate a brand culture of intentionality, accountability, discipline, and courage as we provide insight and tailored strategies that inspire and equip our clients to live a lifestyle of significance and financial freedom.
Fiduciary Financial Planning Explained
Values
Intentionality
We have a clear vision, full heart and live our lives on purpose. Intentionality is our commitment to seize each moment, choose the greater good, and persevere through life’s trials.
Accountability
We say what we do, we do what we say. Accountability is the path to deeper exploration, new discoveries and transcending difficulties. Our culture of accountability bonds us to our word, and to each other.
Discipline
Life is a gift we value and revere through our thoughts and actions. As a way of expressing our gratitude, we employ the discipline it takes to honor the blessings of time and relationships.
Courage
We live in an abundant world where fear has no place in our hearts or minds. It takes great courage to live intentionally, to welcome accountability, and to remain disciplined.
