Wealth Management Advisor

Job Description

Job Description

Overview :

Are you passionate about serving others?

We’re looking for caring, dynamic, and experienced Advisors to grow our team across the Mid-Atlantic with those who share our passion and values.

Our Wealth Management Advisor role is an investment-related sales position that is expected to progress into the Insurance Business.

Compensation :

$90,000 - $110,000 yearly

Responsibilities :

Primary Responsibilities :

• Grow, develop, and retain a book of high net worth, complex investors by identifying value-added products and services for clients, identifying and acquiring client assets held outside of Financial Growth Partners, and developing additional business through referrals.
• Drive loyalty share of wallet, and referrals from existing customers to cultivate outside acquisition opportunities.
• Analyze and plan broad investment strategy for wealth management customers with ongoing and consistent revision of account objectives to meet client needs
• Build meaningful relationships with clients to proactively manage their changing situations through life stages and generational wealth transfer.
• Provide thoughtful, relevant, and timely communications to entire book of clients.
• Partner / coordinate across team of financial planning associates, insurance representatives, and service support staff.
• Demonstrated commitment to compliance with all regulatory requirements.
• Elevate the Financial Growth Partners’ brand and wealth management offering in the competitive market set.

Qualifications : Requirements :

Requirements :

• Must be a US citizen or permanent resident
• Must live within FGP's territory - D.C., VA, MD, DE, PA, WV
• A four-year college degree (strongly preferred)
• Existing Series 7, 66, (or 63 and 65) and appropriate state insurance licenses
• Superior interpersonal skills and face-to-face relationship-building abilities
• No more than two broker-dealers in the last 10 years

What we provide :

• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training locally, virtually, and nationally to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint-work opportunities.
• Superior service and support.
• A competitive benefits package including a Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
• The Financial Growth Partners’ and Guardian FR contract includes a draw; experienced FRs in their first four years earn $90,000 to $100,000 per year on average, including first-year and renewal commissions;

renewal commissions begin in year two.

About Company

At Financial Growth Partners, we have a deep-rooted belief in the power of human potential. We strive to empower clients, encouraging them to take ownership of their financial journeys and become the heroes of their own stories.

Our approach is not just about transactions, it's about fostering genuine connections and serving clients with unwavering fiduciary responsibility.

When you succeed, we succeed. We value authenticity, vulnerability, and transparency, and we are committed to building lasting relationships that transcend generations.