Skyline Advisors is a financial advisory practice that stands with our clients at the intersection where wealth meets wisdom. We operate under the fiduciary standard of care and elevate our clients' interests above our own to form a long lasting advisor-client relationship, walking with them through life's opportunities and pitfalls with timely financial advice and proactive financial planning. We are growing and seek an associate financial advisor to join our collaborative team.
Position Summary
The Associate Advisor has a comprehensive role at Skyline Advisors. They support the back office high touch service and operations. They support the Lead Advisors in providing advice, planning, and personalized service throughout our client life-cycle. They generate new leads that convert to clients. We seek a person who is team oriented, enjoys working with people, has technical skills, and is motivated to grow in their knowledge, responsibility, and role at Skyline Advisors. This involves participating in the process to capture and onboard prospective clients, learning the behind-the-scenes operations that makes our business function, providing high-level personal client service that our clients enjoy, and supporting the lead advisors with advice and planning targeted to our clients' goals. We expect the associate advisor to learn and achieve licenses and credentials that further their knowledge and capabilities, and to progress into a lead advisor position with our mentoring and guidance.
Skills and Attributes
Skills and attributes that will contribute to success in this role include:
-Skilled communicator who enjoys personal interactions
-A natural curiosity of financial topics
-Show good judgement, reliability, and trustworthiness
-Strong problem-solving capabilities and the ability to develop solutions to complex problems
-Exhibits professional poise, patience, understanding, and tact
-Fine attention to details, proactively accomplishing tasks to completion
-Excitement to grow professionally and personally
-Attuned to ways we can improve our services to our clients
Role
The associate advisor will be cross-trained to provide operational and service support
-Train with our staff to learn how to provide high-level service to our clients
-Learn to be proficient with our back-office technology and systems that operate our business
-Diligent execution of client service requests
-Interact with vendors to get information, answers, and directions
-Answering phone calls and being available during peak hours
-Learn to diligently execute, monitor, and follow-up client money requests
-Prepare documents for clients, schedule appointments, and help manage day to day business operations
The associate advisor will be trained to provide investment advice and financial planning
-Attracts new qualified prospective clients through networking in the community and marketing efforts
-Prepare lead advisors for upcoming meetings by preparing reports, agendas, and needed client updates
-Training to work with clients to assess their financial situation, identify their financial goals, and develop a customized financial plan
-Monitor and review clients' financial plans regularly, making adjustments as necessary to ensure they stay on track to achieve their goals
-Learn retirement and tax planning, legacy/charitable planning, risk management, and estate planning
-Gain knowledge of investment principles, types of investments, portfolios, statistics, theories, and implementation thereof
-Learn financial behaviors and how to anticipate client questions and provide thoughtful advice to prevent bad decisions
-Stay up to date with the latest trends and developments in the financial industry and incorporate them into your advice and recommendations
-Build and maintain strong relationships with clients that build trust
-Collaborate with other financial professionals, such as accountants and attorneys, to provide financial solutions for clients
-Learn and grow within our community, our profession, our team, and cultivate a passion to learn how to better serve our clients
-Understand investment trading functions and learn to execute trades
Qualifications
-Bachelor's degree from a 4 year college or university
-Degree in Business -Finance/Accounting/Economics preferred
-Series 65 license required within first 6 months of employment
-Certified Financial Planner designation or willingness to obtain CFP®
Salary and benefits:
Paid vacation and sick days
Paid family leave
Paid business trips
Flexible working hours
401(k) with company match with potential profit sharing
Potential for ownership/partnership interest
Base compensation is $60,000 - $85,000 DOE
To apply, please submit your resume and cover letter detailing your interest in this position with your relevant experience, and your three most defining characteristics or attributes. We look forward to hearing from you!