Are you looking for an opportunity to make a real difference in the lives of clients and the people and organizations they support? Working for Fairway is more than just a job. It’s about being part of a close-knit team that devotes itself to changing lives for the better.


Fairway puts clients and client service first. We foster a culture that attracts individuals who have a deep conviction for client service, who are interested in continuing to develop their technical skills, and who appreciate the opportunity to work in a growing, entrepreneurial environment.  Employee benefits include:

  • Competitive Salary and Bonus Program

  • 401(k) with Employer Match

  • Health, Dental, Vision, Life and Disability Insurance

  • Hybrid Work Schedule

  • Long-Term Ownership Opportunity for Certain Roles

As a fiduciary advisor, our clients’ interests always come first. Our employees focus solely on meeting the unique needs of the clients they work with.

We have a 20-year track record of consistent growth, a strong client referral network, and a growing service team.

We work as a close-knit team committed to providing high touch service. We love to collaborate, to inspire, to challenge and to have fun together. We work hard, but maintain a good work-life balance and flexibility with our schedules.



In this advisory role, you will have primary responsibility for delivering our integrated wealth management services for a portfolio of high-net-worth clients and families. Candidates may come from an accounting, brokerage, or money management background, but with our firm you will be delivering comprehensive advice, leadership, and open-architecture solutions, in collaboration with a service team. You will not be selling any financial products. Business development activities are expected and the ability to bring some existing book of business is desired.


  • Manage most day-to-day aspects of client relationships, as lead advisor and/or as a member of a client service team.
  • Develop, implement, and document clients overall integrated wealth plan (investments, tax, estate, risk management, general financial planning, etc.), with the assistance of dedicated advisory staff.
  • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment planning and reporting.
  • Draft summary emails following client meetings, clarifying understandings, and outlining next steps and action items.
  • Manage meeting follow up, including coordination of internal and external (e.g., CPA, estate planner, insurance agent) resources; responsible for ensuring all agreed upon action items are implemented or followed through on.
  • Initiate and respond to emails and phone calls (to/from clients and their advisory team) in a thorough and timely manner.
  • Actively participate in business development efforts, including building referral network, generating new prospect leads, and actively participating in internal growth committee and external prospect meetings.


  • Bachelor’s degree with CFP® and/or CPA; CFA, MBA, or JD a plus
  • 7+ years of client service and financial planning/investment advisory experience
  • Experience in leading and delivering service and advice directly to clients
  • Strong investment knowledge
  • Foundational tax knowledge and understanding of broad financial planning issues
  • Proven success in cultivating relationships and meeting business development goals
  • Client service orientation
  • Excellent communication and analytical thinking skills
  • Strong attention to detail, accuracy and professionalism


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