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