Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning.
Primary responsibilities include, but are not limited to :
- Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
- Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
- Serving as the primary point of contact for client relationships
- Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
- Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
- Leading client meetings and presenting the financial plans
- Delivering educational presentations to clients and staff
- Developing new client relationships via existing client referrals and local centers of influence
Requirements :
- You have a Bachelor’s Degree from an accredited college or university; CFP designation strongly preferred
- You are proficient in Microsoft Office Suite, as well as financial planning and account management software
- You possess technical knowledge and experience in all aspects of financial planning which includes : financial planning;
wealth management; qualified plan acumen and estate planning
- You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
- You have the ability to manage multiple projects and deadlines with a keen attention to detail
- You are a team player, with strong coaching and leadership skills
- You have the desire / ability to work successfully in a small company environment
Benefits :
Pay / benefits are competitive based on industry standards.
- Competitive pay based on experience plus incentive compensation
- Health Care, Vision, Dental / Orthodontic, Life, and LTD Insurance
- 401(k); 6% Match
- Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
- Option for Pet Insurance / Fitness Match / Apparel Allowance
- Tuition / Certification Assistance Program
- A defined career framework to help you successfully manage your career goals
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