Spire Investment Partners, located in McLean, Virginia, is a dynamic financial services firm committed to providing exceptional advice and personalized solutions to our clients.
Job Description
We are seeking an experienced, client-focused Financial Advisor to serve our existing financial planning clientele. This role offers an ideal opportunity to apply your advisor capabilities and focus solely on our valued clients. As a Financial Advisor at Spire, you'll have the chance to contribute to our collaborative team culture while enjoying excellent growth prospects.
Key Responsibilities
Provide comprehensive financial planning services to existing high-net-worth clientele, including investment, retirement, and estate planning.
Conduct financial analysis of clients' situations and offer appropriate advice.
Continuously manage and advise clients on personalized financial plans.
Demonstrate leadership and provide guidance within our team.
Collaborate effectively with other professionals and team members.
Facilitate a smooth transition when coordinating with retiring advisors, eventually assuming the lead advisor role.
Qualifications
Minimum of 4 to 5 years of experience in an advisor role.
Securities licenses, including but not limited to Series 7 & 66 (or the equivalent of Series 65 & 63).
Certified Financial Planner (CFP) certification or actively pursuing it.
Advanced knowledge of financial planning.
Strong communication skills, both verbal and written.
Proactive approach to client relationship management.
Professional appearance.
Compensation
Starting salary range based on experience and capability