Top 9 wealth manager Jobs in anchorage ak

Financial Advisor
Raion Financial Strategies —Anchorage, AK
- $70,000 - $100,000 a year
- Full-time
- Customer service
- Research
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Anchorage, AK
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
8d
Wealth Solutions - Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Paid holidays
13d

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Financial Advisor
Raion Financial Strategies —Anchorage, AK
FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.
$70,000 - $100,000 a year
Quick Apply
Team-Based Financial Advisor- Summit & Sound Wealth Advisors- Anchorage, AK
Thrivent —Anchorage, AK
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
$70,000 - $95,000 a year
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IsoTalent —Dublin, OH
This position plays a key role in delivering a high-quality client experience while driving new business and strengthening strategic partnerships.
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Financial Advisor

Raion Financial Strategies -
Anchorage, AK

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Paid time off
Retirement plan

Qualifications

Financial planning software
Customer communication
Financial services customer support
Customer relationship building
Customer service
Investment management software
Research
Managing clients in a customer support role
Series 7
Bachelor's degree
Financial services
Productivity software
Series 65
Life & Health Insurance License
Practicing in the securities industry
Delegation
Financial compliance

Full Job Description

Description

Raion Financial Strategies, a growing financial planning firm, is seeking a Licensed Financial Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the current and future success of our fast-growing organization!

You would be joining our An office and serve our clients. Core duties include providing exceptional relationship management to the firm’s clients, plus growing the firm’s client base. We are happy to consider advisors with or without existing books of business, but are looking for an advisor ready to step into financial planning and wealth management. This is a great opportunity for someone who would like to help grow a current book of business and have an opportunity to have future ownership in this company!

Essential Duties & Responsibilities

Serving clients by preparing for meetings, provide investment research, problem solving, issue resolution, financial planning recommendations, and other needs.
Provide premier service to current clients
Develop effective working relationships with internal team members and external professionals to provide effective service for clients
Conduct and record communications with clients and/or prospects
Manage, organize, and present data and review weekly/monthly/quarterly
Attending client and team meetings, documenting notes, assigning tasks and executing on follow up
Follow through on projects and delegate tasks as needed
Assist in the growth of firm’s new client relationships

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Strong interpersonal and communication skills to deal with financial advisors, support staff, vendor companies, and Cambridge home office staff in all types of matters including those that may be sensitive.
Comprehensive understanding of company policies and procedures and industry rules and regulations.
Project a professional and pleasant demeanor to work with advisors, administration, and clients in a deadline-driven environment.
Commitment to providing a premier level of customer care in a calm and professional manner. Projecting a high level of service.
Ability to effectively organize, manage, track and complete multiple detailed tasks and assignments.
Employ solid analytical skills in researching and resolving problems.
Work independently under minimal supervision.
Extensive documentation on all client communication
Operating under high Integrity for our office and clients, never taking shortcuts and following Compliance rules
Utilize financial platforms including Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite
Ability to build trust and relationships with clients

Education/Previous Experience Requirements

Bachelor’s degree and a minimum of two (2) years of experience in the financial services industry -or- an equivalent combination of experience, education, and/or training as approved by the firm.

Licenses/Certifications

FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Raion Financial Strategies, LLC are not affiliated.

Pay: $70,000.00 - $100,000.00 per year

Benefits:

Paid time off
Retirement plan

Experience:

Financial Industry : 1 year (Required)

Ability to Commute:

Anchorage, AK 99503 (Required)

Work Location: In person

Quick Apply

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