A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries, Relationship Advisors, Financial Planners, Operations and Client Service Specialists, to ensure sophisticated needs are met while maintaining compliance. The ideal candidate is energetic, personable, and possesses an inherit ability to connect with others, building relationships quickly. Initial duties include performing 1st, 2nd and 3rd calls to close the prospect opportunities. Personal prospecting is encouraged as well.
Key Responsibilities
Meet with qualified prospects and referrals on a regular basis via phone, in person, and email,
Client acquisition, close ~$40MM per year of new business
Work collaboratively with a team of Relationship Advisors, Financial Planners, Operations and Client Service Specialists to build customized financial plans tailored to the clients' needs
Demonstrated track record of closing new business and sales
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Proficient with MS Office Suite & CRM experience required
Personable attitude and willingness to build relationships with prospects
Ability to explain complicated financial concepts in a comprehensive manner
Familiarity with interpreting financial data (Profit and Loss, Balance Sheet, taxes) preferred
Constant learning mentality. Ability to learn and retain a wide variety of subject matter
Team players willing to take initiative to help when needed
Self-starter who does not need to be micromanaged/ability to work independently
Problem-solving/troubleshooting ability will be necessary
Ability to prioritize and seek assistance in determining task priority
Willingness to take initiative and proactive follow up with clients
Ability and willingness to adapt to changing environment
Able to follow and adhere to process standards
Compensation & Benefits
This is a salaried position subject to current market demands and candidate experience that offers an aggressive commission structure and includes a competitive benefits package; Medical, Dental and Vision benefits, 401k, and generous PTO.