Experience: Senior Level
Salary: $150,000 - $220,000 per year
Job Details
-
Responsibilities
-
Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.
-
Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives.
-
Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients.
-
Support the growth of new client relationships in partnership with strategic collaborators.
-
Dedicate to ongoing professional education and contribute to team development at every level.
-
Provide training and mentorship to associates across the wealth advisory team.
Qualifications
-
Bachelor’s degree required.
-
10+ years of experience in financial planning, accounting, legal, or other relevant fields.
-
Series 65, CFP, or CFA certification required.
Skills and Knowledge
-
Extensive experience in wealth management, including fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.
-
Proven expertise working with high-net-worth or ultra-high-net-worth clients.
-
Proficient in financial planning and investment software, such as eMoney and MoneyGuide Pro.
-
Exceptional interpersonal, relationship management, and communication skills.
-
Demonstrated experience in talent development, including training and mentoring new team members.
-
Strong organizational and time management abilities to handle multiple priorities in a high-energy setting.
-
High attention to detail.
A bit about us:
-
This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.
We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.
Why join us?
-
-
Firm covers 90-95% of Medical Dental Vision
-
Flexible schedule
-
Remote work
-
Guaranteed base salary + incentive bonuses
-
401k match up to 3%
-
Profit sharing options
-
Travel expenses covered for any company outings or meetings
#accounting-finance #series-65 #cfa #certified-financial-planner #tier1
